Super-scale earthquake in Japan was revised to 9 on the supply of semiconductor materials is very huge. DRAMeXchange said, Toshiba's NAND Flash product line will have minimal impact, Elpida (Elpida) has resumed, but Shin-Etsu Chemical supply 95% of the global silicon wafer material, even if the plant were not created major semiconductor plant to supply the silicon wafer point of view about the development of the semiconductor industry,
barium titanate exporter, the Japanese earthquake, will make the first global semiconductor industry is facing upstream material supply and demand imbalances, the impact of ecological industry chain.
Market analysts pointed out that prior to entering the season, an unexpected earthquake in Japan, resulting in fluctuations in DRAM production, may result in PC, the system works, etc.,
barium titanate, for the season DRAM stocking more active, and let the contract price and the market began to heat.
Japan's Elpida yesterday with news that after a powerful earthquake in Miyagi, Hiroshima plant equipment in addition affected by the earthquake, need to re-set, was temporarily suspended, but resumed already midnight; As for the bit for packaging and testing plant in Akita power of the suspension, but has resumed on Saturday. In addition, Elpida staff and plant equipment in the earthquake were not affected.
PSC vice president Tan Zhongmin said the earthquake on the Shin-Etsu Chemical had a big impact because Shin-Etsu Chemical is the world's foremost high-end semiconductor manufacturing silicon wafer suppliers, the main production of 40 nanometer and below the required advanced silicon wafer processing , equal to the high-end semiconductor manufacturing process material supply will be affected, because they can not estimate how much impact, so PSC has been suspended on Friday quoted the spot, not sure when to resume purchase.
South spot market share of about 30% -40%, deputy general manager Bai Peilin that DRAM production lines in Japan at present only Elpida's Hiroshima plant, still far from the epicenter,
optical coating materials, so supply and demand to assess the impact of DRAM industry small, even if the influential, the fastest will be in this (14) afternoon until Tuesday morning reflected South remained spot price on Friday.
DRAMeXchange said that in the spot market, Samsung, Hynix also began to stop the offer, the Taiwan plant, the PSC has been suspended DRAM spot price, spot prices in China, because it is expected Gonghuo weekend will be affected, the price has begun to rise, work today, the overall stock market reaction is expected to be significant. Source: http://www.mhcocm.com
