It was as a result of a bit of industrial espionage. Seems as though a Japanese engineer jumped ship and went to China taking the speccies and formula for the electrolyte with him. Unfortunately he didn't get it quite right and there were massive failures.
I am repairing an Apple eMac at the moment with swollen capacitors. This eMac was built in China around that time and has 5 bulging capacitors. I have bought replacement caps and just have to remove the damaged ones and re-solder the new ones in and reassemble the machine and hope that it works. It is not a biggy; I have other eMacs, but I thought I would try out my soldering skills.
The capacitors cost about 14c.
Some pics....This shows good capacitors with flat tops
The capacitors here have swollen tops.
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