Irving Tan
Chief Executive Officer of Western Digital, speaking about global memory supply, storage demand driven by AI, pricing and margin dynamics for the company.
Best podcasts with Irving Tan
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May 1, 2026 • 44min
Memory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26
Kevin Book, energy researcher who parses oil flows and geopolitics. Michael Kantrowitz, investment strategist focused on breadth and earnings momentum. Irving Tan, Western Digital CEO on memory and storage. They discuss memory supply crunch and AI-driven storage demand. They debate tech’s role in the recent market rally and why $100 oil has not severely dented markets.
