Yeah, the supply chain took a pretty decent hit with Western Digital (they make about a third of the market's HDs and are saying production will be 50% lower than usual on their end).

Supply / demand is pretty slanted and it will take probably take while for things to work themselves out:

HDD Demand: 180 mm units HDD Supply: 130 mm units

That's the big downside to having these lean supply chains, a slight hit to one manufacturing site can have a big effect globally.