WD is still working on restoring operations in flood-stricken Thailand-- managing to re-start HDD production in its Bang-Pa-in building one week ahead of internal schedules.
The company estimates HDD shipments for the industry in general will reach approximately 120M units due to the flooding-- in a quarter where demand reaches estimates of 170-180M units. Such HDD supply constraints should continue until at Q2 2012, if not beyond.
In other words, expect hiking prices next year.
In the meantime, Continue reading...