Earthquake's impact on global NAND Flash bit supply to result in less than 4% shrink in 2Q11
March 18, 2011 // Julien Happich
The devastating earthquake that hit Tohoku Japan on March 11th, on top of its terrible victim toll, has brought changes to the NAND Flash market. However, information on the power and transportation infrastructures damaged by the Earthquake remain incomplete, DRAMeXchange has made some comprehensive assessments based on the available information as following.
Buyers who expected a potential shortage of NAND Flash initiated a speculative buying. Consequently, led to a panic surge in spot prices and an approximately 5% to 15% increase in 1HMarch NAND Flash contract average selling price. Two major uncertainties in the supply chain are first the raw material from IC upstream vendors and the condition of Toshiba Yokkaichi NAND Flash plants.
1.)Some IC raw material and equipment vendors were located in the Tohoku and Kanto area of Japan, a limited power supply and damages on the major highways brought uncertainty to the production of NAND Flash. Especially the Shin-Etsu Chemical plants located in Fukushima and Shirakawa were shut down for safety inspection. Another global major supplier of silicon wafer, Sumco, its Yonezawa plant was also shut down. Moreover, the crash of Fukushima nuclear power plant continued to cause major problem in the local power supply.
Japan is part of the Circum-Pacific Seismic Zone, for that reason Japanese semiconductor equipments and facilities were designed to withstand some magnitude of earthquake. As a result there were no severe damages on most local IC-related manufacturers. On the other hand, the limited power supply became a major concern among affected manufacturers. It is common for NAND Flash makers to diversify their source of silicon wafer and usually they sustained a 6 to 8 weeks of inventory.
If Shin-Etsu Chemical, one of the major silicon wafer supplier in the world, Shirakawa plant can be back on track within a month. The production of NAND Flash is unlikely to be affected. Based on the help from many countries and Japanese attitude of calm, co-operation & perseverance, Japan demonstrated its ability in recovering soon after disaster; the limited power supply is expected to be solved shortly. Furthermore, NAND Flash makers tend to adopt lithography equipments from non-Japan vendors for most of the 2ynm and 1xnm process technologies, thus it will have little effect on the future production of NAND Flash.All news
Toshiba announces image sensor strategy
September 01, 2014
Toshiba Corp. has issued a press release detailing its strategy for the image sensor market.
DelfMEMS promotes CFO to CEO
Sensata to pay $1-bn for tire pressure sensor leader
ADCs for high dynamic range – successive-approximation or sigma-delta?
Microchip in Pursuit of CSR
Samsung Funds III-V FinFETs in US Lab
September 01, 2014
Samsung is funding Pennsylvania State University researchers working to fabricate III-V indium gallium arsenide FinFETs for ...
A question of Europe
Trinamic's stepper motor package gets you started
Winged parcel delivery: Google's way
- Power Modules: The New Super Power
- Flexible Performance for Network Security Appliances
- Digital Power Management Reduces Energy Costs While Improving System Performance
- Using RF Recording Techniques to Resolve Interference Problems
InterviewA question of Europe
Sir Peter Bonfield sits on the board and has advisory roles in many international companies and universities. With more than 45 years of experience in electronics, computers and communications, here he ...
Filter WizardCheck out the Filter Wizard Series of articles by Filter Guru Kendall Castor-Perry which provide invaluable practical Analog Design guidelines.
Linear video channel
READER OFFERRead more
This month, Trinamic Motion Control is offering you to win one of four TMCM-1043 development kits for its highly integrated, NEMA 17-compatible TMCM-1043 stepDancer stepper motor module.
Offering designers an easy-to-use PC-based GUI that allows one-click modification of motor drive current, micro-stepping and other key parameters, the intuitive kits are custom designed and developed for...MORE INFO AND LAST MONTH' WINNERS...
December 15, 2011 | Texas instruments | 222901974
Unique Ser/Des technology supports encrypted video and audio content with full duplex bi-directional control channel over a single wire interface.