Infrastructure (read rolling black outs both scheduled and unscheduled) Remains the Monster Bedeviling the Japanese Supply Chain

SEMI**, defined below, is an electronics industry association who has seen fit to create a good source of updated information on the different factilities affected by the Japanese disaster which you may want to bookmark:  Known Impacts of the Japan Tohoku Earthquake/Tsunami on the Semiconductor Supply Chain

In their letter to the industry they have confirmed that the real ongoing issue is actually less the damage to plants but rather the considerable damage to infrastructure, namely the rolling blackouts.  As the summer comes the problem stands to be severely exacerbated by the heat and demands on the power grid for air conditioning and cooling...

**NOTE:  SEMI, defined as follows on its website:

Advancing Industry Growth and Profitability

The industries that comprise the microelectronics supply chain are increasingly complex, capital intensive, and interdependent. Delivering cutting-edge electronics to the marketplace requires construction of new manufacturing facilities (fabs); development of new processes, tools, materials, and manufacturing standards; policies and regulations that encourage business growth; significant investment in organizational and financial resources; and integration across all segments of the industry around the world. Addressing these needs and challenges requires organized and collective action on a global scale.
For more than 40 years, SEMI has served its members and the industries it represents through programs, initiatives, and actions designed to advance business and market growth worldwide. SEMI supports its members through a global network of offices, activities, and events in every major electronics manufacturing region around the world.  SEMI facilitates the development and growth of manufacturing regions by organizing trade missions and investment conferences, engaging governments and policy makers, fostering collaboration, providing market data, and supporting other initiatives needed to encourage investment, trade, and technology innovation.  In addition to supporting access to regional markets, SEMI helps its members explore diversified business opportunities and contributes to the growth and advance of emerging and adjacent technology markets, including photovoltaics, solid-state lighting, micro-electro mechanical systems (MEMS), printed and flexible electronics, and nano-electronics.