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A bidding war for TDK’s hard-disk-drive parts business could shape who controls a growing AI data-centre storage market, Bloomberg reports. The outcome could also affect Toshiba’s prospects, the report says.
Why it mattersThe report identifies the business as a consequential supplier in the storage market, but the supplied account gives no bidders, offers or timetable. This is a signal of competition, not a completed deal.
Discuss: How much should control of storage components matter in the AI infrastructure race compared with control of chips and data centres?
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