> A recent Typhoon (one of the half dozen that hammered China) refilled all their reservoirs about a month or so ago. Yes I should have phrased that better, so

> A recent Typhoon (one of the half dozen that hammered China) refilled all their reservoirs about a month or so ago. Yes I should have phrased that better, sorry. The thing is, making one wafer of chips takes roughly 3 months, and everything else has even more terrible lead times. So there's a delay in the impact of events.