Semiconductor Insider(@SemiconductorsX):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

Semiconductor Insider

@SemiconductorsX

Semiconductor Insider • Independent news & analysis on AI Hardware, Semiconductors & Electronics | Supply chains, fabs & market insights.

Joined May 2016

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Semiconductor Insider@SemiconductorsX

2026.10.05 02:41

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#