Shameless cut&paste from a marketing email below:
"Toshiba
Toshiba’s mobile HDD factory is under water and not producing at the moment, and we do not know when this will improve. Enterprise drives are not significantly affected; however, they are experiencing increased demand due to shortages from other HDD manufacturers.
Western Digital
The Western Digital Thailand factory is still under water and cannot produce drives. Their production estimate is currently at half their output capacity and this is unlikely to change for the foreseeable future. We have no visibility as to when we any products will ship at this stage.
Hitachi
Although Hitachi’s factories are not under water, access to them is very limited. Their main motor supplier is currently not producing any products in Thailand, but Hitachi is hoping to move production to the Philippines. They have limited finished goods, and are currently not shipping anything.
Seagate
Seagate’s factories and suppliers seem to be the least affected; however, their output has been reduced by 25% this quarter, and this is coupled with increased demand due to shortages from other HDD manufacturers. Currently we have no visibility on the availability of some products, and very limited availability on others."
Obviously take the scale of scaremongering here with a pinch of salt as they're trying to sell you rental PCs etc, but given that the price went up as a result of the scarcity following the Japanese quake/tsunami as well, far eastern production is not likely to quickly return to pre-disaster levels.