So is every hard drive manufacturer in Thailand or something?
30% of the industry, 60% of WD's manufacturing facilities, and 70% of one of the main wholesale suppliers (forget the name)
So any HDD manufacturer not in Thailand has the perfect opportunity now to capture most of the market, by keeping it's costs down.
That would be none of them. Every one at least has a sizable chunk of their facilities in Thailand or deal with wholesalers/parts manufacturers in Tailand.
Why you ask? Because that is where the wholesalers and parts manufacturers are, so you build your own facilities near there to reduce shipping costs. It's similar to why virtually EVERY manufacturing company has a building in Arkansas (so they can more easily get deals with Walmart)
Anyway, this is old news, March-May 2012 was expected to be the earliest the industry would start to recover, so prices up throughout 2012 is in-line with that.