
Seagate and Toshiba battle for TDK's HDD head business, a critical hard drive component — multi-billion-dollar deal threatens sole independent supplier as shortages intensify
Seagate and Toshiba are reportedly competing to acquire TDK’s HDD magnetic-head business in a multibillion-dollar deal. Since TDK is Toshiba’s sole supplier, the acquisition could reshape industry competition, affect component availability, and raise concerns about supply-chain control.