PodcastSupply ChainedOctober 6, 2026
Supply Chains & Mother Nature: When Thai Floods Hit HDDs
Despite 2011's catastrophic Thailand floods, HDD makers never decentralized, since insurance and a declining market discouraged relocating fixed capacity.
- Thailand's HDD hub: Government tax breaks and cheap floodplain land near Bangkok drew Seagate and Western Digital to build massive assembly estates after Singapore/Malaysia's earlier eras.
- 2011 disaster hit unevenly: A La Niña-driven 'hundred-year flood' with two tropical storms overwhelmed flood walls, hitting Western Digital hard while Seagate's northern Thailand sites escaped.
The full card is a free trial away.
The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.
Read free — start your trial14-day free trial
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
