Bidding war over key component could eliminate third hard disk maker

What if the three remaining hard disk manufacturers became two? Seagate Technology and Western Digital control 90% of the market, according to market researcher TrendForce, with Toshiba picking up the crumbs. Seagate and WD both make their own magnetic drive heads, but Toshiba relies on a third party, TDK, which also sells to Seagate and WD when they need extra capacity.