Toshiba to invest ¥60 billion to double HDD supply as demand expands amid difficulty sourcing semiconductor memory

Toshiba plans to double its production capacity for HDDs used in AI data centers by the end of fiscal 2027, expanding its Philippines plant with an investment of approximately ¥60 billion.

Read in fullFrom the source, not the headline

sources corroborateOutlets reporting the same event

companies linkedAcross 0 themes, second pass

The story

Toshiba plans to double its production capacity for hard disk drives (HDDs) used in AI data centers by the end of fiscal 2027, investing approximately ¥60 billion to expand its Philippines facility. This is intended to ensure a stable supply of AI infrastructure.

The HDD market is an oligopoly comprising Western Digital (WD), Seagate Technology and Toshiba, with Toshiba's capacity-based share currently just over 10%. Toshiba has set a medium-term target of raising its share to 30%.

At a glance

InvestmentInvest approximately ¥60 billion to expand the Philippines plant

PeriodDouble HDD production capacity by the end of fiscal 2027

RegionExpand the Philippines plant

MarketAn oligopoly comprising WD, Seagate and Toshiba

Current shareToshiba's capacity-based share exceeds 10%

Medium-term targetRaise the capacity-based share to 30%

Reference information. Every claim resolves to something the story actually named.

Where this came from

We read each source in full and checked they agree on the core claim.

1/ 1 agree

All of them report the same thing.

The NikkeiNews

AgreesOpen

Read the original articleGo to the source page

Reference information generated from public sources. It does not solicit or advise on investments. Prices are 15-minute delayed.