After nearly two years of relative calm, the hard disk drive (HDD) market is showing signs of stress again. According to a data-analytics-id=”inline-link” href=”https://www.digitimes.com/news/a20251215PD224/hdd-price-market-demand-2025.html” target=”_blank” data-url=”https://www.digitimes.com/news/a20251215PD224/hdd-price-market-demand-2025.html” referrerpolicy=”no-referrer-when-downgrade” data-hl-processed=”none” data-mrf-recirculation=”inline-link”>report from Digitimes Asia (quoting Nikkei), HDD contract prices jumped roughly 4% quarter over quarter in Q4 2025. That’s the sharpest increase seen in eight quarters, and suppliers expect this upward pressure to persist. That might sound like a niche storage story, but in reality, it’s a symptom of much larger forces reshaping the entire computing supply chain, from Chinese PC…
