Post by thirsty on Oct 23, 2011 11:16:29 GMT -5
Better stock up on disk drives and laptops now, floods in Thailand take out Western Digitals global hard drive capacity:
www.capitalstool.com/forums/index.php?s=8494946fdf7679d0a8a73e2485294ce5&showtopic=11295&st=15&p=867595&#entry867595
www.capitalstool.com/forums/index.php?s=8494946fdf7679d0a8a73e2485294ce5&showtopic=11295&st=15&p=867595&#entry867595
If you haven’t been paying attention there is massive flooding in Thailand, a major manufacturing hub for the high tech industry. Factories have been completely destroyed with no possibility of rescue. In other words we’re looking at a situation where they will need to start over from scratch, break ground at new locations and buy all new equipment. Western Digital (WDC)’s factories have been completely destroyed in Thailand taking out between 60 – 70% of its global capacity. They now claim that it will take them six to nine months to recover production. That means April or maybe July of next year!!!
What's worse is small component manufactures also got wiped out. Nidec for example makes motors that spin the platters for nearly all the disks made. If I remember it's like 90% of all disks use their motors. Well they got completely wiped out in Thailand too. But luckily they have some production in China so we'll have to see how they can deal with this. But obviously even Seagate will be affected by Nidec.
What's worse is small component manufactures also got wiped out. Nidec for example makes motors that spin the platters for nearly all the disks made. If I remember it's like 90% of all disks use their motors. Well they got completely wiped out in Thailand too. But luckily they have some production in China so we'll have to see how they can deal with this. But obviously even Seagate will be affected by Nidec.