South Korean media reported that Taiwan has been experiencing frequent earthquakes recently, with a magnitude 7.2 earthquake occurring on April 3.Hualien earthquakeLater, more than 50 aftershocks ranging from 3 to 6.3 occurred on the 23rd, which may lead to temporary delays in semiconductor supply and price increases.
Business Korea reported that although the earthquake on the 23rd has not yet caused specific damage to Taiwan’s semiconductor companies, since semiconductor equipment is designed to automatically interrupt operation as soon as it detects a slight vibration, the impact on Taiwan’s semiconductor production seems inevitable. .
TSMC has said it lost NT$3 billion (US$92 million) as a result of the April 3 earthquake. Since wafer fabrication takes two to three months, production delays could last for months.
Micron, a major American memory manufacturer, said in a report submitted to the U.S. Securities and Exchange Commission (SEC) that it estimates that DRAM supply may be affected by 4 to 6% this quarter.
The latest wave of earthquakes may also affect memory prices. Market research company TrendForce said it estimates that the impact of the earthquake on the 3rd on the memory market will be limited. DRAM contract prices in the second quarter are estimated to only increase by 3 to 8% compared with the previous quarter. But the latest wave of earthquakes could have a bigger impact on the semiconductor market. An industry insider said, “Since memory companies have just started to turn losses into profits, the recent earthquake may accelerate price increases.”
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Tags: Taiwan earthquake shaking Korean media impact inevitable semiconductor prices rise Hualien aftershocks shaking News