Hard drives were supposed to lose the storage war — but AI demand is now pushing their biggest suppliers years…
- Toshiba plans to nearly double AI storage HDD capacity by fiscal 2027
- Toshiba is spending $380 million to expand Philippine HDD production capacity
- New Toshiba drives could increase storage capacity by 40% per drive
Artificial intelligence is giving conventional hard drives an unexpected second wind, as data centers require enormous amounts of relatively affordable storage.
Toshiba is responding to this surge by investing 60 billion yen, or about $380 million, to expand its HDD manufacturing in the Philippines.
The company expects production capacity for AI and cloud storage drives to nearly double by fiscal 2027.
Toshiba prepares for the storage squeeze
The investment would become Toshiba's first major HDD expansion in roughly five years as the company responds to growing demand from AI infrastructure.
New production lines will be added, while Toshiba will also handle drives capable of storing up to 40% more data than existing products.
The company is...
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