A recent New York Times story says:
KHLONG LUANG, Thailand — The floodwaters receded weeks ago from this sprawling industrial zone, but the streets are littered with detritus, the phones do not work and rusted machinery has been dumped outside warehouses that once buzzed with efficiency.
Before Thailand’s great flood of 2011, companies like Panasonic, JVC and Hitachi produced electronics and computer components that were exported around the world. Now of the 227 factories operating in the zone, only 15 percent have restarted production, according to Nipit Arunvongse Na Ayudhya, the managing director of the company that manages the Nava Nakorn industrial zone, one of the largest in Thailand and located just north of Bangkok.
“The recovery has not been that easy,” Mr. Nipit said in an interview Friday on the sidelines of a meeting where he sought to soothe anxious foreign factory managers.
The slow recovery here is having global consequences. Before the floods, Thailand produced about 40 percent to 45 percent of the world’s hard disk drives, the invaluable and ubiquitous storage devices of the digital age. It is now becoming clear that it will be months — significantly longer than initially expected — before production of hard drives returns to antediluvian levels.
Worth a read.