# Toshiba

> Markdown twin of https://roboterminal.app/companies/toshiba · https://roboterminal.app/companies/toshiba.md

## On shared sources

- [Seagate](https://roboterminal.app/companies/seagate) (4)
- [Western Digital](https://roboterminal.app/companies/western-digital) (4)
- [Bank of America](https://roboterminal.app/companies/bank-of-america) (1)
- [HOYA](https://roboterminal.app/companies/hoya) (1)
- [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (1)
- [Resonac](https://roboterminal.app/companies/resonac) (1)
- [TDK](https://roboterminal.app/companies/tdk) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2113117980032700574)
  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 expec…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2108757351075377423)
  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 su…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2108757108300644481)
  Expert Call | HDDs - Supply, LTAs, Toshiba Expansion
- [@pequityresearch on X](https://x.com/pequityresearch/status/2108532956193051134)
  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: Re…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2107943044771373333)
  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 bro…

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Source: Roboterminal · https://roboterminal.app/companies/toshiba.md