Last
week we were informed by our HDD suppliers of the ongoing severe flood
in Thailand that has impacted HDD factories as well as many sub-assembly
factories and infrastructure in Thailand. The flood will have a severe
impact on supply as factories are damaged or workers cannot reach
factories.
WD produces 60% of its HDD’s in Thailand – two of their plants are shut down.
Seagate
relies in several sub-assembly suppliers in Thailand some of which had
factories that are flooded or shut down due to lack of access.
Currently,
all deliveries and marketing postponed or cancelled. HDD vendors are
increasing prices dramatically. This is a constantly changing situation,
with new info arriving on daily basis. Following steps are applied by
Vendors:
- All announced/approved marketing/bonus programs for Q4 on external HDD (WD/Seagate/Hitachi) are cancelled.
- All special prices are cancelled and new ones will be updated on daily basis.
no ELKO