Toshiba Plans Major Expansion of HDD Production Capacity

Toshiba reportedly plans to double production capacity for hard disk drives used in data centres by fiscal 2027. The expansion would increase output from one of the world's three major HDD manufacturers as demand for high-capacity storage remains strong.

Key takeaways

• Toshiba plans to invest around JPY60 billion in its HDD manufacturing operations in the Philippines, according to reporting cited by TrendForce.
• The company is expected to add production lines and support drives offering significantly higher storage capacity, with 65TB-class products targeted for mass production around 2030.
• Toshiba currently holds just over 10% of the HDD market by storage capacity and reportedly aims to increase this to around 30% over the medium term.

What this means for traders

Additional capacity from a major HDD supplier could eventually improve availability and increase competition in high-capacity storage. However, the expansion will take time to reach full scale, while demand from data centres remains strong. Distributors and hardware traders should therefore distinguish between the longer-term increase in manufacturing capacity and current market conditions, where supply for some high-capacity storage products remains constrained.

Read the full article on TrendForce