Key Takeaways Western Digital spun off SanDisk to streamline operations and launched $2B in buybacks and dividends.Micron's data center revenue hit 56$2B in quarterly revenue.MU trades at 9.4x forward earnings vs. WDC at 15.87x, with stronger earnings estimate revisions for 2026.Data is growing at an accelerated pace, fueled by cloud adoption, AI, IoT and Big Data. Traditional HDDs and SSDs continue to serve enterprises and consumers, while advanced DRAM, NAND and ...