Toshiba plans to double its production capacity for hard-disk drives used in artificial intelligence data centers within fiscal 2027, measured against its 2025 level. The Japanese technology group will expand its plant in the Philippines and increase the storage capacity of each unit it builds, according to Nikkei Asia.
The move is Toshiba's first major investment in its hard disk drive business in roughly five years. It lands as the AI boom pushes data storage demand higher, with AI chips needing vast pools of memory and storage behind them — a physical backbone that rarely makes headlines but keeps data centers running.
Toshiba HDD capacity plan: the key numbers
The targets are ambitious for a company that has been a smaller player in the drive market. Toshiba is aiming for a 30% share of storage capacity, up from around 10% today, according to the report. The company did not disclose a specific investment figure in the source material.
Two levers drive the plan: more output from the Philippine plant and higher capacity per drive. Doubling capacity by fiscal 2027 from the 2025 baseline means Toshiba expects the AI data center buildout to keep straining storage supply.
- Double HDD production capacity within fiscal 2027, from the 2025 level
- Target of 30% share by storage capacity, up from about 10%
- Expansion of the Philippine manufacturing plant
- Higher per-unit storage capacity
