TrendForce: Strong earthquake caused many semiconductor factories in Japan to suspend production for maintenance, but preliminary judgment is that the impact is controllable

News from this site on January 3, TrendForce recently released a report stating that the strong earthquake in Japan caused the suspension of production at many local semiconductor factories. However, preliminary investigation results showed that the machines were not seriously damaged. The impact is controllable.

Regarding fabs, Shin-Etsu Chemical Industries (Shin-Etsu) and Global Wafers (GlobalWafers) in Niigata Prefecture currently A shutdown inspection is in progress.

In the silicon wafer (Raw Wafer) manufacturing process, crystal growth (Crystal Growth) is the most sensitive to earthquake shaking. However, fortunately, Shin-Etsu's crystal growth plant is mainly located in the Fukushima area, so the impact of this earthquake was relatively limited.

The Toshiba Kaga factory located in the southwest of Ishikawa Prefecture is a semiconductor factory. The factory has a six-inch plant and an eight-inch plant, and plans to build a 12-inch plant in the first half of 2024.

In addition, there are three factories of TPSCo in the three areas of Uozu, Tonami and Arai. These factories are joint ventures between Tower and Nuvoton (formerly Panasonic). Currently, these three factories are undergoing shutdown inspections and have been affected to a certain extent. The Mie Fujitsu Factory (USJC) acquired by UMC in 2019 has not been affected.

As far as MLCC is concerned, TAIYO YUDEN's Niigata factory is a brand-new factory with an earthquake resistance of level 7. Currently, the equipment has not been affected in any way.

According to reports, the MLCC (multilayer ceramic capacitor) production plants of Murata and TDK were less affected by the earthquake, with the earthquake intensity only below level 4, and no obvious damage was caused.

However, Murata has three factories in areas with earthquake intensity 5, namely Komatsu, Kanazawa and Toyama. These factories are not currently producing MLCCs and are shut down during the New Year holiday. According to current understanding, personnel have gone over to inspect the damage.

In general, since the semiconductor industry is currently in a downward cycle and market demand is relatively weak, some parts are still in stock, and most factories are within the earthquake intensity range of 4 to 5. , still within the limits of earthquake-resistant design, so the impact on semiconductor factories is limited.

The original address of the report is attached to this website. Interested users can read it in depth.

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