Western Digital and Hitachi GST (see "Western Digital buys Hitachi GST) have extremely hard drives stocks down due to damage sustained in the Japanese earthquake which took place last March, which already started to climb prices. According to DigiTimes, despite the efforts of Texas Instruments and Renesas delivering controllers and other chips needed for the proper functioning of the disks, the shortage will last through the second quarter.
The problem stems from the fact that the production capacities of plants that were not affected by the disaster are not sufficient to meet demand and other manufacturers are not large enough to take over. We alerts already this past April (see "Prices will go up hard drives), but contrary to initial estimates, the price rises are now estimated between 10% and 15%, against only 5% to 10 % previously.
Texas Instruments said it expected to regain a normal cycle for delivery in September (see "Texas Instrument will suffer from the tsunami for 6 months"). It is expected that this shortage extends therefore to the third quarter with a return to normal in the last quarter of this year. 
The problem stems from the fact that the production capacities of plants that were not affected by the disaster are not sufficient to meet demand and other manufacturers are not large enough to take over. We alerts already this past April (see "Prices will go up hard drives), but contrary to initial estimates, the price rises are now estimated between 10% and 15%, against only 5% to 10 % previously.
Texas Instruments said it expected to regain a normal cycle for delivery in September (see "Texas Instrument will suffer from the tsunami for 6 months"). It is expected that this shortage extends therefore to the third quarter with a return to normal in the last quarter of this year.
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