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Wednesday 7 October 2026
Seagate, Toshiba reportedly compete for TDK's HDD head unit, a key AI storage link

Seagate Technology and Toshiba are reportedly competing to acquire TDK's hard-disk-drive magnetic-head business, a deal that could reshape one...

Friday 2 October 2026
Toshiba reportedly to double HDD production as AI drives storage demand
Toshiba plans to double production capacity for hard disk drives (HDDs) used in AI data centers by fiscal 2027, investing about JPY60 billion (US$379.4 million) to expand its Philippine...
Friday 21 August 2026
Nitto Denko to expand HDD baseboard capacity for AI data center demand
Nitto Denko said it will invest JPY28 billion (US$176.68 million) through fiscal 2028 to expand production of thin-film metal base boards for hard disk drives, raising capacity by...
Wednesday 10 June 2026
WD pushes toward 100TB hard drives as AI storage demand surges
WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects...
Tuesday 19 May 2026
TDK expands bonding equipment investment, launches first mass production of nanocomposite materials
Japanese electronic components manufacturer TDK will make its largest-ever capital investment in fiscal 2026, running from April 2026 to March 2027, to address surging demand related...
Tuesday 19 May 2026
AI data centers still lack cost case to replace HDDs with SSDs, says former Western Digital EVP
AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. An industry...
Wednesday 29 April 2026
Seagate leans on long-term contracts as storage demand stabilizes
Seagate Technology is moving deeper into a contract-driven business model as cloud and hyperscale customers increasingly prioritize supply predictability over short-term procurement...
Wednesday 29 April 2026
Huizuan Technology breaks ground on Thailand plant to scale high-end CPO, AI HDD and cooling
Superior Plating Technology announced a groundbreaking for a new factory in Ayutthaya, Thailand, with the first phase involving an investment of NT$300 million (US$9.52 million) for...
Monday 30 March 2026
2026 Global Helium Supply Crisis: Strategic Implications for Semiconductor and Storage Supply Chains

The global helium market is currently facing an unprecedented supply shock, driven by geopolitical instability in the Middle East. As of March 2026, disruptions at Qatar's...

Thursday 5 March 2026
Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage

Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan...

Tuesday 17 February 2026
Thailand's BOI approves WD project to develop HAMR hard drives
Thailand's Board of Investment (BoI) has approved a THB2.3 billion (US$73.81 million) research and development project for WD's Thai unit, Western Digital Storage Technology (Thailand)...
Saturday 14 February 2026
WD says 2026 capacity sold out as HDD prices post sharpest rise in two years

Hard disk drive (HDD) contract prices rose approximately 4% sequentially following the conclusion of fourth-quarter 2025 negotiations,...

Monday 15 December 2025
HDD prices see largest increase in eight quarters, with surging demand in China and US markets
The traditional hard disk drive (HDD) market experienced a rare sharp price surge in recent years. In contract price negotiations for the fourth quarter of 2025, HDD product prices...
Friday 7 November 2025
HDD delivery delays extend to 2 years as QLC NAND capacity sells out early
The surge in storage demand driven by AI servers has caused a severe shortage of traditional hard disk drives (HDDs), with delivery times reportedly extending beyond two years. Major...
Tuesday 14 October 2025
Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman
As the memory industry rides the AI boom, cloud service providers (CSPs) are placing orders that upstream memory foundries were unprepared for. Adata's chairman, Simon Chen, confirmed...