It's like you posted what i've had in my mind. When i read last night the links posted here about the power outage at Toshiba/WD plants, i got the same toughts in my mind that the prices have been declining due to higher production/supply. And that this is very very suspicious event indeed.
Samsung pulled a stunt like that last year didn't they? This is almost becoming standard practice by this industry to reduce production. I've never lived in S. Korea, so I can't say how common power outages are there, but having lived in Japan for over a decade, I have a hard time believing they suffered reliability issues, and that they didn't have some backup power mechanism that kicked in if they really did lose power.
I don't have any "special" knowledge here, so I'm speculating, but these type of events are just sounding very suspicious to me now... and they seem to happen when supplies are high and prices are dropping...