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The Projection

The surface is never the system.

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Toshiba → unnamed vendor(s) — memory & storage

$380.0M (estimate) — **Seagate fell about 10% and Western Digital about 7% in early Friday trading after Nikkei Asia reported that Toshiba plans to double its hard-disk-drive output.** Toshiba plans to spend about 60 billion yen (about $380 million) expanding drive production in the Philippines, aime (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)

high confidence · as of 2026-10-02T00:00:00Z ·

$380.0M (estimate) — **Seagate fell about 10% and Western Digital about 7% in early Friday trading after Nikkei Asia reported that Toshiba plans to double its hard-disk-drive output.** Toshiba plans to spend about 60 billion yen (about $380 million) expanding drive production in the Philippines, aime (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)


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Basis

$380.0M (estimate) — **Seagate fell about 10% and Western Digital about 7% in early Friday trading after Nikkei Asia reported that Toshiba plans to double its hard-disk-drive output.** Toshiba plans to spend about 60 billion yen (about $380 million) expanding drive production in the Philippines, aime (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)

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