HOYA

AI Breathes New Life into Hard Drives — HDD Manufacturers Urgently Expand Capacity

Demand for HDDs for data storage in AI infrastructure is growing, with server nearline drive prices up 10% in the quarter. Western Digital, Seagate, and Toshiba are ramping up production of models over 40 TB, while component suppliers (Resonac, HOYA, TDK) are expanding manufacturing.

Western Digital Seagate Technology Toshiba