Toshiba
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
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What changed, and what is the evidence.
Oct 21, 2026 · Post · posted
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BofA on HDDs: "Despite being widely reported in the media that Toshiba is attempting to add capacity, our industry checks suggest that pricing discussions at Hyperscalers remain constructive. We expect strong pricing growth and margins to… |
Toshiba announced an expansion of capacity and sent Seagate and Western Digital lower right away, but is it warranted? This expert call comes from someone in the industry and addresses questions on supply, LTAs, pricing, and much more.… |
Expert Call | HDDs - Supply, LTAs, Toshiba Expansion |
Expert Takeaways: HDDs > Toshiba Investment Restart: Toshiba’s 60 billion investment plan is a restart of previously paused capacity builds, not a brand-new expansion. > Seagate/TDK Rumors Cleared: Reports of Seagate bidding for TDK’s… |
Morgan Stanley believes Toshiba's capacity expansion is too aggresive based on people they spoke to: "We estimate a doubling of capacity would take 2+ years, and Toshiba (and the HDD industry more broadly) has an inconsistent track record… |
AI & TECH STOCK MARKET REVIEW The 10 biggest stories from today: 1. $NVDA hit another ATH and is close to becoming the first company ever worth $6 trillion. The stock is up ~28% this year, adding ~$1.2 trillion in market cap, making Nvidia… |
A Century of Innovation (1926–2026) 2026 — 🇺🇸 Agentic AI: Systems that don't just think, but act autonomously. 2026 — 🇨🇳 Humanoid robots: Humanoid robots move from research labs into workplaces and real-world deployments. 2025 — 🇺🇸… |