WD Invests $74M in Thailand HAMR R&D

• HAMR Technology Mechanism: Applies highly localized heat using a laser beam to enable higher-precision, more efficient data recording and increased HDD capacity[2] • Current Limitations: HAMR faces challenges related to temperature control, manufacturing complexity, and production cost, necessitating continued R&D for scalable commercial production[2] • Market Timeline: HAMR is expected to play an important role in HDD development over the next 5–10 years[2] • Supply Context: Global HDD market currently experiences tight supply due to rising data center demand, indicating HDDs remain critical infrastructure rather than declining technology[2] • Local Component Integration: Project emphasizes domestic sourcing of materials and components exceeding 60% of total project inputs[1]

This investment reinforces Thailand's strategic position as Western Digital's most important manufacturing base and strengthens the country's smart electronics industrial supply chain. The HAMR R&D project addresses critical infrastructure needs for the expanding AI and cloud computing sectors, where HDD capacity and reliability remain essential. By developing local human resources and manufacturing capabilities, Thailand positions itself as a global center for next-generation storage technology production. The expected follow-on investments of tens of billions of baht suggest this R&D phase is foundational for scaling HAMR HDD production to meet anticipated global demand growth.