马尼拉——日本科技集团东芝计划在2027财年内将其用于人工智能数据中心的硬盘驱动器（HDD）产能提高一倍，以应对人工智能热潮推升的数据存储需求。
MANILA -- Japanese technology group Toshiba plans to double production capacity for hard disk drives used in artificial intelligence data centers within fiscal 2027 as the AI boom propels data storage demand.
该公司将投资约600亿日元（约合3.8亿美元）扩建菲律宾的工厂，为人工智能基础设施稳定供应关键组件。
The company will invest roughly 60 billion yen ($380 million) to expand facilities in the Philippines to create a more stable supply of critical components for AI infrastructure.
东芝与总部位于美国的西部数据（Western Digital）和希捷科技（Seagate Technologies）并称为HDD市场的三大巨头。这家日本企业按存储容量计算的市场份额目前刚超过10%，但其目标是在中期内达到30%。
Toshiba is one of the three leaders in the HDD market along with Western Digital and Seagate Technologies, both based in the U.S. The Japanese player's share by storage capacity stands at just over 10%, but it aims to reach 30% in the medium term.
此次在菲律宾的扩建标志着该公司大约五年来首次对HDD进行大规模投资。除了在工厂增设生产线外，东芝还将负责生产使单盘存储容量提升高达40%的新产品。
The Philippine expansion marks the company's first major HDD investment in around five years. Along with adding production lines at the plant, Toshiba will handle new products that increase per-unit memory capacity by as much as 40%.
用于人工智能数据中心的HDD存储容量仍在不断扩大。东芝将继续进行资本开支，力争在2030年实现65TB级驱动器的量产，并最终推出100TB级驱动器。
HDD storage capacity for AI data centers continues to expand. Toshiba will continue capital spending toward mass production of 65 terabyte-class drives in 2030 and eventually 100 terabyte-class drives.
东芝还将致力于实现菲律宾工厂检测流程和无尘室作业的自动化。此举预计可将扩建通常所需的新增员工减少约40%，同时提高良品率。
Toshiba also will work on automating inspection processes and clean room operations at the Philippine plant. The automation is expected to reduce the additional staff typically needed for the expansion by about 40% while also improving yield rates.
使用存储芯片的固态硬盘（SSD）虽然比HDD读写速度更快，但成本约为后者的20倍。存储芯片供应紧缺正推高对HDD的需求。
Solid state drives, or SSDs, which use memory chips, boast faster read and write speeds than HDDs, but cost around 20 times more. The memory supply crunch is creating more demand for HDDs.
美国研究机构IDC报告显示，全球年度数据生成量预计将从2024年的水平增加三倍，到2030年达到718泽字节（即7180亿太字节）。其中约60%预计将存储在HDD上。
Global annual data generation is projected to quadruple from 2024 levels to reach 718 zettabytes, or 718 billion terabytes, in 2030, U.S. research firm IDC reports. Around 60% of that is expected to be stored on HDDs.
近线HDD（一种用于连接较快的在线存储和较慢的离线存储的高容量层级）市场正因人工智能热潮而迅猛扩张。这种短缺预计将在一段时间内持续下去。
The market for nearline HDDs -- a tier with high capacity used to bridge the gap between faster online storage and slower offline storage -- is expanding rapidly due to the AI boom. The shortage is expected to continue for the time being.
1月份，希捷（Seagate）宣布其2026年的中端存储产品产能已经售罄。
In January, Seagate said its nearline storage capacity for 2026 was already sold out.
西部数据（Western Digital）宣布计划在2030年前五年内向日本投资10亿美元，用于研发下一代存储技术，同时也会投资于人才引进以及与研究机构和大学的合作。
Western Digital has revealed plans to invest $1 billion in Japan over five years through 2030, putting capital toward developing next-generation tech to improve performance, as well as talent acquisition and collaboration with research institutions and universities.
由于东芝（Toshiba）增加了硬盘（HDD）所需精密零部件的供应，日本的众多主要零部件供应商也将从中受益。
Japan's many major suppliers for precision components used in HDDs also stand to benefit from Toshiba's increased supply.