I’ve seen articles like this all week from many sources (not just picking on GigaOm):
Obviously, iPad 2 supply levels are the least of Japan’s worries right now, but this could mean that Apple will have trouble meeting customer demand in the U.S., and might even lead to a general postponement of the international launch of Apple’s latest tablet. Apple’s share value dipped earlier on the week, due partially to supply fears, and while prices recovered yesterday, this latest report won’t do much to allay those fears, either.
Gizmodo said it best:
Thankfully, there’s no easier time than the present to remind yourself that it’s just a goddamn gadget.