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Western Digital Warns HDD Price Growth Will Eventually Slow — But AI, Inference and Robotics Are Keeping Demand Strong.
Toshiba to Double HDD Supply Amid AI Memory Shortage
Toshiba plans to double hard-disk drive supply to address a memory gap driven by AI demand. The Japanese technology group will expand its Philippine plant and increase storage capacity per unit - NA
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Another twist in the HDD story as $STX and Toshiba compete to buy TDK's HDD head business. Meanwhile the logistics and labour risk for $wdc continues as 60k households around their Ayutthaya facility are affected by flooding and the authorities are warning of more rain in the next two weeks.
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I found a 8TB hdd I forgot I had and it’s like finding gold
Toshiba is doubling AI data-center HDD capacity in the Philippines by FY2027, its first big HDD investment in about five years.
The spend is about ¥60 billion. Nearline lines are going in, with a path toward 65TB around 2030 and 100TB later.
HBM and SSDs cannot cheaply hold every byte AI creates.
#Toshiba# #HDD# #AI# #DataCenters# #Semiconductors#
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