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Toshiba plans to double HDD production capacity for AI data centers within FY2027 from its 2025 level, targeting a 30% share by storage capacity, up from ~10% (Keigo Yoshida/Nikkei Asia) — SkimNews

By TechMeme · Summarized & edited by · 2026-10-04
Toshiba plans to double HDD production capacity for AI data centers within FY2027 from its 2025 level, targeting a 30% share by storage capacity, up from ~10% (Keigo Yoshida/Nikkei Asia)

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Why it matters: Tripling its storage capacity share from ~10% to 30% by FY2027 signals an aggressive bid to compete in the bulk-storage market for AI data centers. The 2025-to-2027 capacity doubling implies a sizable capital commitment to capture demand for cost-effective, high-capacity drives.

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