westrock2000
[H]F Junkie
- Joined
- Jun 3, 2005
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- 9,670
Japanese technology group Toshiba plans to double production capacity for hard disk drives (HDDs) used in artificial intelligence data centers by fiscal 2027, as the AI boom drives demand for high-capacity storage, Nikkei reported on Friday.
The company will invest about 60 billion yen ($380 million) to expand its HDD manufacturing facilities in the Philippines, marking its first major drive-related investment in roughly five years, the report said.
Toshiba, one of the world's three largest HDD makers alongside U.S. firms Western Digital and Seagate, aims to increase its market share by storage capacity from just over 10% to 30% over the medium term, Nikkei reported.
The expansion will include new production lines for drives with up to 40% higher per-unit capacity and support Toshiba's plans for mass production of 65-terabyte-class HDDs by 2030, eventually targeting 100-terabyte-class products, the report said.
That's really something that Toshiba only accounts for 10% of the current market share. I have owned some Toshiba's over the years (like the N300 series). Never had any issues with them, they just aren't in the spotlight like Seagate and Western Digital. I guess it will remain to be seen if enterprise bean counters will spend money on Toshiba drives over picking Seagate & WD.
Of course, this is focused on A.I / Cloud / Data Center and not at the consumer level. But more meat on the table, meats a higher chance of scraps being thrown on the floor for us....
The 65TB and 100TB goals seem lofty. Toshiba is still working on releasing a 30TB drive. Based on articles it seems the drive is out for sampling, but not officially sold yet.
May 2026: Toshiba Electronic Devices & Storage Corporation has developed and released the M12 Series of helium-filled 3.5-inch nearline HDDs incorporating its proprietary flux control microwave-assisted magnetic recording (FC-MAMR) technology, with storage capacity of over 30 Tbytes achieved by stacking 11 magnetic disks, which feature thinner, highly durable glass substrates, and using shingled magnetic recording (SMR) technology.
As expected, both Seagate and WD took a hit on Friday with this announcement. My digital hoarding tendencies say yay, my 401k says ouch. It does not appear that Toshiba is a publicly traded company anymore.