Wall St Engine(@wallstengine):$STX -10%; $WDC -7% Toshiba plans to invest ~$380M to double HDD capacity for AI data centers by FY2027, expanding its Philippines plant. It’s targeting 65TB drives by 2030 and eventually 100TB, as tight memory supply and SSDs costing ~20x more push more AI storage demand toward HDDs.

Wall St Engine

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Wall St Engine@wallstengine

2026.10.02 11:24

$STX -10%; $WDC -7% Toshiba plans to invest ~$380M to double HDD capacity for AI data centers by FY2027, expanding its Philippines plant. It’s targeting 65TB drives by 2030 and eventually 100TB, as tight memory supply and SSDs costing ~20x more push more AI storage demand toward HDDs.