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Toshiba to double production of HDD's. Not out of the fight just yet.

westrock2000

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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.

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Hopefully this will help out a bit.

The HDD is really hanging in there. Sure they're slow, but can't beat the high capacity for the price if you don't need the speed.

Makes me wonder when SSD will finally kill off the HDD for good.
 
I had one 4TB Toshiba and it didn't last very long. Started having issues I think less than a year later. I did the RMA process which took a long time, like 2 months.
For some reason they couldn't replace the drive but instead offered a Visa Gift Card for the price I paid. I was like, ya, I paid $35 for this drive and I don't want $35, I want another 4TB drive.
IMG_0726.JPGamazon-order-cheap.jpg

I changed the price on the receipt that I submitted to the current retail price at Amazon and got $135 Visa card. Took a few calls every few weeks to find out when I was getting paid
After that ordeal, I decided not to buy Toshiba drives again.
 
I had one 4TB Toshiba and it didn't last very long. Started having issues I think less than a year later. I did the RMA process which took a long time, like 2 months.
For some reason they couldn't replace the drive but instead offered a Visa Gift Card for the price I paid. I was like, ya, I paid $35 for this drive and I don't want $35, I want another 4TB drive.
View attachment 829532View attachment 829533

I changed the price on the receipt that I submitted to the current retail price at Amazon and got $135 Visa card. Took a few calls every few weeks to find out when I was getting paid
After that ordeal, I decided not to buy Toshiba drives again.
Wow $35 for a 4tb drive? Even pre-madhouse that's a good price, I paid like $80 for my wd reds, granted apples to oranges I realize but still
 
Wow $35 for a 4tb drive? Even pre-madhouse that's a good price, I paid like $80 for my wd reds, granted apples to oranges I realize but still
look at the invoice again, 4TB WD Black for $57.50, GTX 970 for $100 GTX 960 for $65.
During that day, people were getting GTX 980Ti's for $120-150. This was on Amazon Prime Now, their same day delivery service they had back in 2016. I paid extra to get my stuff in 1 hour just in case they'd cancel the order.
There was only 1 of each of the items I ordered in my local warehouse.
Oh, I didn't need ram but I should have grabbed this anyways since it was sooooo cheap.
IMG_0735.JPG
 
If it's mainly enterprise hard drives that they're producing, then there's more trickle-down potential with these than enterprise SSDs, although that largely hinges on whether they're using SAS instead of SATA (which anyone serious about datahoarding already has some form of SAS controller, due to the LSI HBAs commonly used for ZFS) and whether they're HA-SMR or not (which is likely to shoot down any consumer or SMB use case).

Hopefully this will help out a bit.

The HDD is really hanging in there. Sure they're slow, but can't beat the high capacity for the price if you don't need the speed.

Makes me wonder when SSD will finally kill off the HDD for good.
Maybe when you can get a 26 TB SSD that isn't using QLC NAND for just $260, like those external Seagates I shucked not that long ago.

Until then, we'll be continuing to use tiered storage - HDDs for archival and general datahoarding, SSDs for caching frequently-used data and running applications. Buying 200 TB worth of spinning rust is expensive enough even when you're being thrifty with used drives and disk shelves, I don't want to imagine the costs of doing so in pure solid-state flavor even at pre-RAMageddon prices.

HDDs also have a secondary advantage for long-term cold storage in that they won't just lose charge in the cells like NAND flash will after a decade or so unpowered, but there's a chance the actuator arm or other moving bits might stick anyway.
 
OK but would YOU buy a Toshiba HDD?
View attachment 829534
While my experience is obviously anecdotal, I’ve never had a Toshiba drive die on me. I retired a few recently just because of how old they were, but no sign of dying.

Next would be hitachi which I’ve never had one die on me.

WD I’ve had a few fail, but none recently.

Seagate is a pos that I only buy if I absolutely have to with the amount of drives that have failed with no warning. (Or if the price is so good I have a hard time saying no.)
 
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