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Toshiba's $380M AI Storage Expansion Reshapes HDD Market Dynamics
technology3 days ago

Toshiba's $380M AI Storage Expansion Reshapes HDD Market Dynamics

Toshiba's plan to double hard disk drive (HDD) production capacity for AI data centers has triggered significant volatility in the storage sector. While Seagate and Western Digital initially dropped 10% on fears of increased supply, analysts argue the impact is overstated due to supply chain constraints. Seagate's recent revenue growth and long-term supply agreements suggest sustained demand, but the market remains sensitive to capacity expansions.

via Yahoo Finance|
#ai-storage#market-analysis#seagate
Toshiba's $380M HDD Expansion Triggers 10% Plunge in Seagate and Western Digital
technology6 days ago

Toshiba's $380M HDD Expansion Triggers 10% Plunge in Seagate and Western Digital

Shares of Western Digital and Seagate dropped 10% on October 2, 2026, after Nikkei reported that Toshiba plans to double its hard disk drive (HDD) production capacity for AI data centers. Toshiba intends to invest roughly $380 million in a Philippines facility to grow its market share from 10% to 30% by fiscal 2027. The move threatens the supply shortage that has driven record profits for the two US incumbents, though analysts argue the impact may be overstated due to supply chain constraints and timing delays.

via MarketWatch|
#ai-storage#hard-disk-drives#seagate
Toshiba's $380M HDD Expansion Triggers 10% Plunge in Seagate, Western Digital
technology7 days ago

Toshiba's $380M HDD Expansion Triggers 10% Plunge in Seagate, Western Digital

Shares of Seagate and Western Digital dropped approximately 10% on October 2, 2026, after Nikkei reported that rival Toshiba plans to double its hard disk drive (HDD) production capacity for AI data centers. Toshiba intends to invest roughly $380 million in a Philippines facility to grow its market share from 10% to 30% by fiscal 2027. The move threatens the supply shortage that has driven record profits for the two US incumbents, though analysts argue the impact may be overstated due to supply chain constraints and timing delays.

via Yahoo Finance|
#ai-infrastructure#hard-drives#seagate
AI Demand Keeps Memory Stocks Rallying, Cramer Says
business1 month ago

AI Demand Keeps Memory Stocks Rallying, Cramer Says

CNBC’s Jim Cramer says the AI boom has reshaped the memory-chip cycle, with tight supply and long-term contracts helping Sandisk, Seagate, Micron and Western Digital keep rallying. He believes the uptrend isn’t over, aided by share buybacks and disciplined capacity, and even noted a Micron position in his charitable trust, though he cautions a potential data-center slowdown could change the dynamic.

via cnbc.com|
#ai-demand#business#memory-stocks
WD and HGST drive reliability beats Seagate and Toshiba in large fleet study
technology1 month ago

WD and HGST drive reliability beats Seagate and Toshiba in large fleet study

An IEEE peer‑reviewed study using Backblaze data (443,156 HDDs across 2013–Q2 2025, ~1.66 million drive-years) found HGST and Western Digital drives have lower adjusted failure rates than Seagate and Toshiba after accounting for age, capacity, temperature, and form factor. HGST failed at about 41% of Seagate’s rate; WD about 52%; Toshiba about 107%. The analysis addresses fleet-age biases and notes Toshiba’s failures rise sharply after ~60 months. Higher temperatures increase failure risk (about 2.1% per 1°C; ~23% per 10°C), while larger capacity drives tended to fail less (roughly 3.4% fewer failures per extra TB). Results pertain to enterprise data-center drives, not consumer PCs, and reflect biases from evolving drive mixes. About 0.52% of drives were removed without a recorded failure. Backblaze’s 2025 annualized failure rate was 1.36%.

via TechSpot|
#backblaze#hard-drives#reliability
Druckenmiller Bets on AI Infrastructure: Broadcom, Micron and Seagate
business3 months ago

Druckenmiller Bets on AI Infrastructure: Broadcom, Micron and Seagate

Stanley Druckenmiller’s Duquesne Family Office disclosed positions in three AI‑infrastructure semiconductor names—Broadcom (AVGO), Micron (MU), and Seagate (STX)—as thematic exposures rather than core holdings. The AI build‑out thesis spans custom silicon, memory, and high‑capacity storage, with Broadcom seen as the most defensible long‑term, Seagate offering a margin story but limited valuation cushion after a sharp run, and Micron demonstrating strong earnings power but requiring patience on price targets.

via Yahoo Finance|
#ai-infrastructure#broadcom#business
Discounted Expansion Cards Pave the Way for 2026's AAA Xbox Titles
technology9 months ago

Discounted Expansion Cards Pave the Way for 2026's AAA Xbox Titles

Amazon is offering discounts on Seagate Xbox Storage Expansion Cards for Xbox Series X|S, making it more affordable to expand storage for upcoming 2026 titles like Resident Evil Requiem and Halo. These cards allow direct game play from the expanded storage, saving space on the internal SSD, with prices reduced to as low as $139.99 for 1TB and up to $404.98 for 4TB. The deals are available at Amazon and Best Buy, providing a cost-effective way to manage game storage for Xbox gamers.

via Windows Central|
#discounts#gaming#seagate