Friday, March 31, 2023

Hard drive production woes get worse

There are now reports that both Western Digital and Samsung have told their Taiwanese distributors that they will not be able to supply hard disk drives this month.

And last night Seagate, in a filing with the SEC, said it expects that total industry HDD shipments this quarter will be limited to 110 to 120 million units, far less than the 180 million units forecasted before the flood. That’s even worse than the predictions I heard earlier this week.

Again, many of the hard drives for PCs destined to be sold this quarter have already been manufactured. Still, the flooding will certainly reduce the number of PCs available significantly, both this quarter and into the next….more on Forward Thinking


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