Industry Update: Thailand Flood Exerts Broad Impact on Electronics Supply Chain
iSuppli press release
“The catastrophic flooding in Thailand is affecting the production of several key end products, electronic parts and subsystems—most notably automobiles, car components, cameras, analog and discrete semiconductors, and hard disk drives. The disruption to the electronics supply chain is having an indirect impact in turn on the production of other devices and systems, including notebook PCs, dynamic random access memory (DRAM), cameras and set-top boxes. Beyond Thailand itself, the worst-impacted country is Japan, which maintains extensive manufacturing operations in areas affected by the disaster.
“As a result of the flooding, the HDD industry in the fourth quarter will suffer its worst downturn in three years.”
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