Toshiba to double hard disk output capacity amid AI data centre demand - Nikkei
Japanese tech conglomerate Toshiba is set to double its production capacity for hard disk drives (HDDs) used in artificial intelligence data centers by fiscal 2027, according to a Nikkei report. The company will allocate approximately 60 billion yen ($380 million) to expand its manufacturing facilities in the Philippines, marking its first significant investment in this sector in about five years.
Toshiba, one of the world's three leading HDD producers alongside Western Digital and Seagate, aims to boost its market share from just over 10% to 30% in the medium term. This expansion will include new production lines capable of producing drives with up to 40% higher per-unit capacity, and the company is targeting the mass production of 65-terabyte-class HDDs by 2030, with aspirations to reach 100-terabyte-class products.
The surge in demand for HDDs is driven by the growth of AI infrastructure, with their lower costs compared to solid-state drives (SSDs) making them an attractive option for data centers looking to deploy higher-capacity drives.
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