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- 1Seagate and Western Digital shares dip on Toshiba AI storage plans●Seagate, Western Digital stocks slip as Toshiba's AI storage push rattles sector
Shares of hard drive makers Seagate and Western Digital slipped after news that Toshiba is stepping up its push into AI-related data storage, raising fresh competition concerns across the storage sector. Investors are weighing what Toshiba's expanded ambitions could mean for pricing, market share and demand in the fast-growing market driven by artificial intelligence workloads.
- 2Seagate In Focus As Toshiba Expands Hard Drive Production▼Is Seagate Technology Holdings (STX) A Bargain After Toshiba’s HDD Expansion Plan?
Seagate Technology is drawing investor attention after Toshiba announced plans to expand its hard disk drive production capacity. Analysts and market commentators are questioning whether Seagate shares now look like a bargain, weighing competitive pressure in the HDD market against the company's valuation. The move could intensify rivalry among storage makers at a time when data center demand is driving industry growth.
- 3Toshiba to double HDD capacity ahead of 30TB drives●Toshiba to double HDD production capacity as 30TB-class loom — 65TB, 100TB drives on the roadmap for 2030 and beyond Tos
Toshiba plans to double its hard disk drive production capacity at its Philippine facility by fiscal 2027, timing the expansion to coincide with the ramp-up of 30TB-class drives. The company has also laid out a long-term roadmap that includes 65TB and 100TB drives for 2030 and beyond, as demand for storage grows on the back of data centers and AI workloads.
- 4Vietnamese startup Dat Bike partners with Toshiba on electric motorcycle parts●Vietnamese startup Dat Bike, Toshiba partner on electric motorcycle components
Vietnamese electric motorcycle maker Dat Bike has entered a partnership with Japan's Toshiba to develop components for its electric motorbikes. The deal links the fast-growing startup with a major Japanese electronics group, and the announcement is being reported across regional business media as a sign of deepening cooperation between Vietnamese EV startups and Japanese suppliers.