{"schema":"hottub-news/story/v1","story":"st_7mhoht5g74frjch3ajsq","title":"東芝擬HDD產能翻倍 希捷、威騰雙雙暴跌逾10%","title_en":"Toshiba plans to double HDD production capacity, Western Digital and Kingston both drop over 10%","outlets":1,"brief":null,"page":"https://hottub.news/stories/toshiba-plans-to-double-hdd-production-capacity-western-digital-and-7mhoht5g74","count":1,"items":[{"id":"n_7mhoht5g74frjch3ajsq","seq":1464892,"kind":"article","title":"東芝擬HDD產能翻倍 希捷、威騰雙雙暴跌逾10%","title_en":"Toshiba plans to double HDD production capacity, Western Digital and Kingston both drop over 10%","url":"https://news.cnyes.com/news/id/6620811","summary":"東芝擬投 3.8 億美元擴建菲律賓廠，HDD 產能拚至 2027 財年近 2 倍，首批近線硬碟已出貨。 消息拖累同業，希捷重挫 10.21%、威騰跌 10%；市場憂 AI、雲端需求下供需變化壓抑毛利。 分析師指擴產受上游與時程限制，且兩家美系大廠 2027、2028 年供貨多已簽約，短期衝擊有限。","published":"2026-10-03T02:30:07Z","seen":"2026-10-03T02:37:13Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["美股雷達"],"authors":["鉅亨網編譯羅昀玫 綜合外電"],"entities":[{"id":"Q49125","name":"Toshiba","type":"org"},{"id":"Q738770","name":"Western Digital","type":"org"},{"id":"Q34692","name":"Kingston","type":"org"}],"image":"https://cimg.cnyes.cool/static/rss/default/m/04.jpg","story":"st_7mhoht5g74frjch3ajsq","category":"economy-business","category_p":0.8700000047683716,"sentiment":"negative","tone":-0.3100000023841858,"political":0.05999999865889549}]}