Weather and environmental factors affect the global supply chain
First the Tsunami in Japan and now the floods in Thailand. There are downsides to sourcing product from world countries with extreme weather capabilities. The fact the 1/4 of the worlds hard drives come from Thailand and a relatively concentrated area around Bangkok is astounding.
Roughly a quarter of global hard drive assembly facilities are located in Thailand, according to industry tracker iSuppli, which estimates that supply would be constrained at least until the fourth quarter of 2012. Western Digital, the world’s biggest hard disc drive maker, has closed all its factories in Thailand.
The article goes on to recite the other manufacturers significantly impacted by the Thai floods. (Sony, Samsung, Acer, Western Digital.