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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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Toshiba puts its "entry-level" game with new 120MHz Arm Cortex-M4-based TXZ+ M4H parts.
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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Toshiba announces new chief executive after accounting scandal @mochi_wsj @atsufuka
Morgan Stanley believes Toshiba's capacity expansion is too aggresive based on people they spoke to:
"We estimate a doubling of capacity would take 2+ years, and Toshiba (and the HDD industry more broadly) has an inconsistent track record of delivering on their roadmap."
$STX $WDC
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Seagate and Toshiba are locked in a contest for TDK’s magnetic-heads business for hard-disk drives in a deal that could be worth several billion dollars — the latest attempt by AI-related hardware makers to keep pace with demand
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This giant 4K Toshiba TV 50% off deal is a sight for sore eyes
*SEAGATE IS SAID TO BATTLE TOSHIBA FOR TDK HARD-DRIVE HEAD UNIT
$WDC is down nearly 7% after Toshiba said it will invest ~$380M to double HDD capacity for AI data centers by FY2027.
More Toshiba capacity means more competition for Western Digital and $STX in the same AI storage market investors have been pricing for tighter supply.
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Japan’s Nikkei reports that Toshiba plans to invest approximately ¥60 billion to expand its factory in the Philippines and double its production capacity for HDDs used in AI data centers during fiscal 2027 (April 2027–March 2028).
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