P Equity Research 📰(@pequityresearch):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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P Equity Research 📰@pequityresearch

2026.10.07 21:16

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