# Toshiba HDD production capacity expansion

> Live situation record from CLSTR: https://clstr.news/situations/toshiba-hdd-production-capacity-expansion
> Updated: 2026-10-02T17:25:56.000Z. Sources: 8. Developments: 2.

Toshiba Corporation announced plans to invest approximately ¥60 billion (roughly $380 million) to double its hard disk drive (HDD) production capacity by fiscal year 2027. This expansion, centered at its Laguna Technopark facility in the Philippines, utilizes microwave-assisted magnetic recording (MAMR) technology to meet rising demand for storage in artificial intelligence data centers. Toshiba aims to increase per-unit capacity and eventually launch drives ranging from 30TB to 100TB.

Following the announcement, Western Digital shares fell between 10% and 11.7%. Market analysts suggest the selloff is a reaction to Toshiba’s potential to increase its market share from approximately 17% toward 30%, which could challenge the dominance of Western Digital and Seagate Technology. While the expansion may increase price competition, demand for high-capacity HDDs among cloud providers and AI services remains robust.

## Timeline

### 2026-10-02: Western Digital shares fall on Toshiba expansion news

Western Digital shares fell over 10% following reports that Toshiba plans to double its HDD production capacity by 2027 to target the growing AI storage market.

4 sources. https://clstr.news/cluster/western-digital-shares-fall-on-toshiba-expansion-news

### 2026-10-02: Toshiba to double HDD production capacity for AI data centers

Toshiba is investing $380 million to double its HDD production capacity in the Philippines by 2027, targeting high-capacity storage for AI data centers using advanced MAMR technology.

4 sources. https://clstr.news/cluster/toshiba-to-double-hdd-production-capacity-for-ai-data-centers

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Cite as: Toshiba HDD production capacity expansion. CLSTR, https://clstr.news/situations/toshiba-hdd-production-capacity-expansion