HDD Price Increase 2026: Storage Sold Out Through Year-End

Two of the three makers of nearline hard drives have now said, on the record, that their calendar-2026 capacity is spoken for. Seagate CEO Dave Mosley said nearline HDD capacity is fully allocated through calendar 2026, with first-half-2027 orders opening in the coming months (TrendForce, January 2026). Weeks later, Western Digital CEO Irving Tan said the company is "pretty much sold out for calendar 2026," with firm purchase orders already in place with its top seven customers (TechRadar, February 2026). Independent tracking put HDD prices up about 46% on average between September 2025 and January 2026 (Club386, January 2026). For any buyer with a storage refresh still open this year, the timing math has changed.

The pricing side is reported by independent trackers rather than confirmed line-by-line by the drive makers, so treat the figures as reported. Club386 found HDD prices climbed 46% on average between September 2025 and January 2026 — 23% to 66% depending on model and capacity — across Seagate, Western Digital and Toshiba drives (Club386, January 2026). The same tracking cited a concrete SKU: the Seagate BarraCuda 24TB rose from roughly $249-$299 for most of last year to $389 in January 2026, with a further 12.41% increase in December and 11.35% in January 2026. Those named before-and-after numbers help a buyer justify moving now rather than waiting for prices to settle.

The sharpest quantified move comes from Everpure, formerly Pure Storage. CEO Charles Giancarlo said list prices have risen roughly 70% since the start of 2026, blaming component input costs that "roughly doubled between December and January, then doubled or tripled again in February and March" of 2026, with high-volume semiconductor component costs up 300-900% since mid-2025; Giancarlo said the company is holding margins low to avoid "profiteer[ing] from this crisis" (SDxCentral, April 2026). On the branding: Pure Storage, Inc. formally changed its corporate name to Everpure, Inc. via a Delaware certificate of amendment (filed February 20, 2026, effective February 23, 2026). The NYSE ticker PSTG is unchanged, and the company states contracts, FlashArray/FlashBlade products, certifications and commercial terms remain intact, with most products transitioning to Everpure naming through 2026 (Globe and Mail press release, February 2026). Contracts staff should expect "Everpure" on paperwork and catalog listings through 2026 and not treat it as a new vendor requiring re-vetting.

Seagate nearline capacity fully allocated through calendar 2026, first-half-2027 orders opening in coming months, 2028 discussions underway — TrendForce (January 2026, as of January 28) — vendor-confirmed. Western Digital "pretty much sold out for calendar 2026," firm orders with top seven customers, some agreements into 2027 and 2028 — TechRadar (February 2026) — vendor-confirmed. HDD prices up ~46% average Sept 2025-Jan 2026 (range 23-66%), Seagate BarraCuda 24TB $249-299 to $389, further +12.41% (Dec) and +11.35% (Jan 2026) — Club386 (January 2026) — reported. NetApp "has already raised prices... and will do so again, as needed," hybrid flash flexibility amid NAND rises; increase not quantified, framed as in line with the market — Blocks & Files (February 2026), Q3 FY2026 results — vendor-confirmed. Everpure (formerly Pure Storage) list prices up ~70% since start of 2026, component costs up 300-900% since mid-2025, margins held low — SDxCentral (April 2026) — vendor-confirmed. Pure Storage, Inc. renamed Everpure, Inc. (filed February 20, 2026, effective February 23, 2026), ticker PSTG unchanged, contracts/products/certifications/terms intact, transitioning to Everpure naming through 2026 — Globe and Mail press release (February 2026) — vendor-confirmed. Figures marked reported come from independent price tracking rather than vendor confirmation.