# 存储 · 日跟踪 · 2026-10-26

> 日期：2026-10-26（Asia/Shanghai，周一）。窗口：2026-10-23（周五）早报之后 → 2026-10-26（周一）早。上一成功早报 **2026-10-23**。抓取全库：Saved 277 / skipped 29 / errors 45；blocked_hosts：community.hpe.com、docs.redhat.com、e.huawei.com、support.huawei.com、www.globenewswire.com、www.sangfor.com（Reddit **非** host_blocked；本日 `archive/2026-10-26/reddit/` 有 txt/meta，但条目均为 SSL handshake timeout / UNEXPECTED_EOF，正文为空，**无可用帖**）。相对全部历史归档真正新增 URL 19 条（industry 7、vmware 6、redhat 3、vates 2、smartx 1）。

## 摘要
- **中 NEW · WD FY27 Q1 财报：** 营收 $4.38B（+55% Y/Y），出货 248 EB（+21.6% Y/Y），$/EB $17.7M（+28% Y/Y）；云段约 88%；指引 Q2 中位约 $5.1B；ePMR→40TB、HAMR 44TB 资格/出货节奏——**厂商 IR 经媒体**。
- **中 NEW · SK hynix 搁置 Solidigm IPO：** 称因市况与股价走势中止 pre-IPO/IPO 评估；美新建 fab 仍需资金、将寻替代——**媒体引厂商声明**。
- **中 NEW · Signal65 vSAN TCO（赞助）：** 称 vSAN ESA@VCF 9.0 五年 TCO 较外置 FC SAN 最高约 **62%** 更低（BTO/ODM 大环境约 61.6%）——**厂商赞助研究，非独立买方**。
- **轻–中 · VCF 存储加密（安全月 Day15）：** vSAN at-rest/in-transit；Native vs Standard Key Provider——**厂商博**（亦映射 security）。

## 原文摘录
### 1 WD 财报
- 归档：`archive/2026-10-26/industry/wd-knocks-earnings-out-of-the-park-again-3de3e3af.txt`
- URL：https://www.blocksandfiles.com/disk/2026/10/23/wd-knocks-earnings-out-of-the-park-again/5304988
- 口径：厂商 IR 经媒体

> WD’s first fiscal 2027 quarters earnings rose 55 percent Y/Y to $4.38 billion… Exabytes shipped rose 21.6 percent Y/Y to 248… revenue per exabyte shipped was $17.7 million, up 28 percent Y/Y…

### 2 SK hynix / Solidigm IPO
- 归档：`archive/2026-10-26/industry/sk-hynix-shelves-solidigm-ipo-idea-23af8563.txt`
- URL：https://www.blocksandfiles.com/flash/2026/10/23/sk-hynix-shelves-solidigm-ipo-idea/5304938
- 口径：媒体引厂商

> …“will halt its review of potential pre-IPO and IPO options.”… “the review has been discontinued in light of market conditions and share price trends.”

### 3 Signal65 vSAN TCO（赞助）
- 归档：`archive/2026-10-26/vmware/save-up-to-62-on-storage-tco-by-adopting-vmware-vsan-according-to-new--c1d33fb3.txt`
- URL：https://blogs.vmware.com/cloud-foundation/2026/10/23/signal65-storage-tco-october-2026/
- 口径：厂商赞助研究 · 转述

> …VMware vSAN… costs up to 62 percent less than an external Fibre Channel (FC) SAN… The build-to-order scenario shows the largest savings at 61.6% in the larger environment.

### 4 VCF storage encryption（Day15）
- 归档：`archive/2026-10-26/vmware/easy-security-win-vcf-storage-encryption-3f7f352f.txt`
- URL：https://blogs.vmware.com/cloud-foundation/2026/10/23/vcf-storage-encryption/
- 口径：厂商博

> (Day 15 of 22 in our Cybersecurity Awareness Month series. Today: storage encryption)… vSAN data-at-rest encryption protects data on storage devices…