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Fujifilm 投资约 100 亿日元将磁带产能扩大至 5 倍

原标题:Fujifilm to boost tape production 5x as AI fuels archiving demand

Fujifilm 周四宣布将投资约 100 亿日元(约 6300 万美元),把磁带产能扩大至 2025 财年水平的 5 倍,理由是生成式 AI 带来全球数据需求的指数级增长。资金投向神奈川县小田原工厂,项目覆盖 2026 至 2028 财年,用于扩产和增员,主要生产最新一代 FUJIFILM LTO Ultrium10 磁带,是 Fujifilm 迄今在专用 LTO 磁带设施上最大的投资。

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原文交代了投资规模、扩产倍数和具体工厂与产品线,便于判断生成式 AI 带动的存储需求外溢到磁带行业。

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原文

In an announcement released Thursday, Fujifilm said it will invest roughly 10 billion yen (about $63 million) to increase its production capacity fivefold for an unlikely beneficiary of the AI era: magnetic tape.

Fujifilm attributes the surge in archiving demand to the spread of generative AI, which the company remarked is producing "exponential growth" in data needs worldwide. The 5x increase in production capacity will be measured against fiscal year 2025 production levels.

The investment in Fujifilm's Kanagawa Factory, Odawara site will make it "the largest investment Fujifilm has made to date in dedicated LTO tape facilities." The project will run from fiscal years 2026 through 2028 to fund manufacturing expansion and additional personnel, primarily to produce the latest-generation "FUJIFILM LTO Ultrium10" tape.

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