That's a more short-sighted calculation than a CEO worried about next quarter's earnings numbers.
If you've got six months of storage, than means more labor. Somebody has to move them into storage, keep track of the storage rotation, and move them to production as needed. JIT eliminates all that. You also have new QC requirements. If it is going directly into production you QC it as you use it and send it back within the RMA timeframe with limited risk. If you are storing for 6 months, you need to QC it when it comes in, but it can still fail while in storage but before production. In the States the last factor is that it IS inventory and businesses get taxed on it. Twice a year you have to count it all, put a value to it, and send the government their cut, and that's over and above the rest of the taxes. I presume the same thing happens in the UK and EU, but don't know for sure.
Yeah, the guy who keeps inventory can probably ride this one out. But for the 3 months the shortage will last, does he make enough money to more than recoup the losses he's taken for keeping the inventory for the last 10 years? The issue isn't the inventory, it's the effectively sole source for the drives. Which I think another Reg author was a bit more pointed about back when the flooding started.