We believe that recent computer, and in particular notebook computer HDD declines, are due to the growth of mobile tablet computers.

FORBES: A Pause Before Future HDD Growth?

Still even if people use more content on mobile devices that content will have to be stored on inexpensive storage in the cloud made of HDD arrays.

FORBES: Is 4 Terabytes Enough?

Looking ahead, the global HDD supply shortage is expected to be alleviated in the second quarter and demand for specialty DRAM products including mobile and server DRAMs will be strong.

ENGADGET: Samsung's Q1 2012 profits nearly double year-over-year on higher margins for TVs and phones