Electronics industry post - Japanese Earthquake

Coverage of the Japanese earthquake and tsunami will inevitably turn away in the coming days from the human suffering to more mundane issues, such as its effect on businesses on the other side of the world.

The world had hardly stopped watching the live video feeds of the tsunami sweeping across the Japanese coastline before industry watchers began to offer their opinions on the future of electronics as we know it. Yes, the earthquake will have an impact well beyond the physical devastation of northern Japan; there will be implications for the global supply chain. Should we discuss it right now? Probably not.