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Comment by maheart | Hacker News Reader

Here's an article from one month ago discussing the over-supply of NAND and DRAM (and the effect it has on pricing): https://www.forbes.com/sites/tomcoughlin/2019/05/25/nand-dra...

I can't help but feel very skeptical about the timing of this event, given the history of price-fixing in the industry.

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These kind of issues do seem to hit with a suspicious degree of regularity - it seems every 1-2 years there is a shortage due to some calamity or such...

Yea like that time a suspicious typhoon knocked out all the Hard Drive fabs in Thailand.

Sorry it was not a typhoon, but flooding due to policy failures. Each Tambom (sub-district) control's it's dikes and levies, plus 3 or 4 "top level" water related ministries unable to cooperate, and general bureaucracy combined with nobody willing to sacrifice (get flooded to lessen the impact upstream) caused the flooding of these industrial parks.

As a result of this and SSD, Thailand's HDD industry is mostly gone now. (among other losses techies don't hear about.)

I was there at the time, was pretty bad.

"It would be a shame if we build labs in places with unavoidable weather problems, wouldn't it?" "Yes, it would! I believe it's your turn to tee-off".

A power outage no less. Seems like the sort of thing that could be solved.

How ironic is the fact that Toshiba makes back up generators and industrial uninterrupted power supplies ?

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