Hopefully the impact is minimal or none at all. https://www.reuters.com/technology/cybersecurity/japanese-lens-maker-hoya-halts-production-after-cyberattack-2024-04-04/
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Orchestrated & seemingly unconnected attacks by CCP?? First Baltimore and now Hoya…
Microsoft just placed order for 2billion mozaic drives
@1jzm+1rTQLQDS
Is anyone actually trying to buy Mosiac/HAMR in volume?
SDK or RMO get the supply from Hoya?
Well, we can’t make enough heads anyway due to severe lack of capital investment for 5 years now. It’s a joke. We can’t sell HAMR in volume.
impact depend, in part, on current available inventory and downtime as both STX and WDC have moved toward build to order to limit drive inventory