Toshiba plans to double AI data center HDD capacity by 2027

Toshiba is planning to double its hard-disk drive production capacity for AI data centers by the end of fiscal year 2027, starting from 2025 baseline levels. The company is targeting a 30% market share by storage capacity, up from its current roughly 10% share.

The expansion reflects growing demand from AI infrastructure providers building out data center storage. HDDs remain a critical component for large-scale AI training and inference workloads, particularly for cost-sensitive applications requiring high-capacity bulk storage.