3 ms·
Yeah, the supply chain took a pretty decent hit with Western Digital (they make about a third of the market's HDs and are saying production will be 50% lower th
by jakarta 15y ago
Yeah, the supply chain took a pretty decent hit with Western Digital (they make about a third of the market's HDs and are saying production will be 50% lower than usual on their end).
Supply / demand is pretty slanted and it will take probably take while for things to work themselves out:
HDD Demand: 180 mm units
HDD Supply: 130 mm units
That's the big downside to having these lean supply chains, a slight hit to one manufacturing site can have a big effect globally.
- sirn 15y agoApart from the direct hit, there's also indirect hit by suspension of NIDEC factories (which NIDEC itself supplies 80% of hard drive motors[1]) which has at least five factories located in the flooded area. [1]: http://seekingalpha.com/article/220546 http://seekingalpha.com/article/220546