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 Post subject: TrendForce: Japan Earthquake Affects the Global IT Supply Chain (DRAM, LCD, LED, Solar, Ba
PostPosted: Mon Mar 14, 2011 10:45 am 

Joined: Tue Dec 21, 2010 11:32 am
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According to the survey conducted by research divisions of TrendForce on information technology (IT) supply chain, the earthquake which struck northeast Japan on March 11th not only seriously influences information supply chain, but also becomes an obstacle to the economic resurgence in Japan. It is expected that it will decrease the growth of other economies in the short term.

DRAMeXchange (DRAM, Nand Flash)

Based on the sources and check of DRAMeXchange, the semiconductor research division of TrendForce Corp., the operation of the primary nuclear power plant in northeastern Japan has come to a stop due to the recent devastating earthquakes. The residents near Fukushima I Nuclear Power Plant have been evacuated. Additionally, Unit #1 and Unit #3 have been infused with Boric acid, so these two units are now completely obsolete. The power supply of northeastern Japan has become a huge issue. Starting from Mar. 14th, the operation of the industrial area in the northeast will be severely affected, and it is expected that limited power supply or complete power outage will continue for the next two weeks. Kantō and the industrial areas in the northeast will be facing limited power supply or complete power outage, but plans on how to distribute already-limited power have been made. What's worth noting is that silicon wafer fabs, Shin-Etsu Semiconductor and SUMCO, are affected most. In addition to damage of their production lines, the power outage has forced the production to come to a stop. The traffic for areas east of Kantō has also been affected. As a result, the supply for silicon wafer will drop significantly, which will cause the global semiconductor players outside of Japan to compete for material.

According to DRAMeXchange, Shin-Etsu Semiconductor primarily provides 12" silicon wafer, and 95% of these silicon wafer is for the semiconductor industry. Shin-Etsu Semiconductor is a major wafer silicon supplier to Elpida and Toshiba.Japanese semiconductor companies are still evaluating the current situation. For the spot market, Samsung and Hynix both have also stopped providing price information. For Taiwanese companies, PSC has ceased quoting DRAM spot prices, and is now waiting to learn more about the current situation to make necessary adjustments. Nanya Tech is also waiting to take necessary action after they finished evaluating the situation. The spot price in China has started increasing because the expected supply is likely to be affected. The overall spot market will reflect the market tension after most have returned to their work on Mar. 14. Japan's devastating quake will affect the production of DRAM. Especially for PC and system manufactures, they need to be more proactive in DRAM inventory for the upcoming peak season, so that the outlook for the contract market will start to look rosy.

Toshiba's NAND production line, based on DRAMeXchange's investigation, only has a minor setback; however, due to the impact on material supply, traffic, and Japan's basic construction, Toshiba is still trying to evaluate the consequences that will likely to come soon. Toshiba's 12" plant in Iwate Prefecture produces logic IC and consumer IC primarily. Due to its close proximity from the epicenter, the production in Iwate Prefecture will be affected severely; the memory production plans in Kansai area are with minor damage. The Fab3 and Fab4 of the Flash memory plants by Toshiba and SanDisk have not yet been confirmed to have serious damage, because they are located about 800 miles away from the epicenter. Nevertheless, the production at Fab3 and Fab4 is rather precise and delicate; based on SanDisk's official statement, the production did stop temporarily but no employee was hurt. A more comprehensive damage report is expected to be released on Mar. 14.

Based on past experience, DRAMeXchange believes that manufactures will evaluate their fab equipment and make necessary repair. Although the over semiconductor production line was not severely damaged, the material supply and basic traffic reconstruction will impact more on the supply of semiconductor than production line damage. The overall supply is expected to be affected for the next two weeks due to traffic difficulties.


TRENDFORCE

According to TrendForce, Japan's economy is strongly impacted by the earthquake, and is now in need of reconstruction. Comparing to the 13 trillion Yen which was used to reconstruct the earthquake that hit Osaka, the amount for reconstruction this time is estimated to be more because of the countries' demand for steel, cement, glass and automation. In the IT field, supply chain has been impacted and the overall market view is negative. For the newly launched iPad2, sales in Japan will decrease.

Kansai Electric power will support the short-term power shortage in East of the Kanto. Japan's industrial output is bound to be affected and the impact of relevant supply chain shipments is worth observing.


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 Post subject: Re: TrendForce: Japan Earthquake Affects the Global IT Supply Chain (DRAM, LCD, LED, Solar, Ba
PostPosted: Thu Mar 17, 2011 10:38 am 

Joined: Mon Mar 05, 2007 7:47 pm
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semiconductor industry needs silicon wafer~

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 Post subject: Re: TrendForce: Japan Earthquake Affects the Global IT Supply Chain (DRAM, LCD, LED, Solar, Ba
PostPosted: Sun Mar 27, 2011 4:39 am 

Joined: Sun Mar 27, 2011 4:38 am
Posts: 1
This may be the case for many months to come.


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 Post subject: Re: TrendForce: Japan Earthquake Affects the Global IT Supply Chain (DRAM, LCD, LED, Solar, Ba
PostPosted: Wed Sep 18, 2019 10:04 am 

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 Post subject: Re: TrendForce: Japan Earthquake Affects the Global IT Supply Chain (DRAM, LCD, LED, Solar, Ba
PostPosted: Thu Oct 10, 2019 7:46 pm 

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 Post subject: Re: TrendForce: Japan Earthquake Affects the Global IT Supply Chain (DRAM, LCD, LED, Solar, Ba
PostPosted: Fri Nov 22, 2019 2:02 pm 

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 Post subject: Re: TrendForce: Japan Earthquake Affects the Global IT Supply Chain (DRAM, LCD, LED, Solar, Ba
PostPosted: Wed Dec 04, 2019 10:35 pm 

Joined: Sat Nov 30, 2019 11:41 pm
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