The disruption to the PC supply chain on the back of Thailand's severe flooding continues.
Vendors in Taipei are complaining that limited HDD stock won't meet demand for December, and possibly the first quarter of 2012.
Digitimes thinks major players like HP, Dell and Acer are all quaking in their boots. Inventories aren't looking good, according to the magazine's sources. Vendors are stocked up with HDDs for four weeks, ODMs have one-week inventories and HDDs in shipping are running at one week of inventory.
This means that the total inventory level is about four to six weeks. Just enough to cover November.
The trouble will really start in December and looks like it might run up until March - at the earliest.
Suppliers believe that their shipments for Q1 2012 will be hit as high as 50 percent.
Distributors here in the UK agree that price hikes are set to continue, and that will have a knock-on effect. Avnet says hard drive supply is looking "very scarce" for the next couple of quarters, while prices over here have already seen a substantial boost.
Ingram Micro claims the price tag has shot right up - with hard disks once selling for £30 now penned in at up to £80.