“Japan’s earthquake in March has significantly impacted the supply status of the hard drive industry and the effect is expected to persist in May with two of the top-5 makers – Western Digital and Hitachi Global Storage Technologies (HGST) already seeing tight supply.
Although the hard drive industry’s upstream chip suppliers Texas Instruments and Renesas Electronics have both been aggressive restoring their capacities after the disaster, sources from hard drive makers estimate that the supply gap of the hard drive industry will still have difficulties to be fully recovered in the second quarter.”
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