Taipei, Friday, July 3, 2015 14:18 (GMT+8)
mostly cloudy
Taipei
33°C
Digitimes Insight: SEH plant suspension may hit global wafer supply chain
Tony Huang, DIGITIMES Research, Taipei [Monday 14 March 2011]

While the massive tremor that ravaged the northeastern part of Japan did not cause damage to Japan's major production sites for DRAM and flash memory products, it may disrupt the supply of some key materials for the global semiconductor industry.

Elpida Memory's DRAM plant in Hiroshima and Toshiba's flash memory plant in Yokkaichi (Mie prefecture) escaped the slam of the devastating quake, but silicon wafer maker Shin-Etsu Handotai (SEH) was not so lucky.

SEH's main silicon wafer plant (the Shirakawa plant) is located in Nishigo Village of Fukushima, a prefecture close to the epicenter of the earthquake. SEH has shut down the plant due to a lack of electricity.

Although SEH has expanded the number of its production bases for silicon wafers to four in order to reduce its operation risks, the Shirikawa plant remains the most important production base for SEH. SEH has a production capacity of 1.2 million units of 12-inch wafers a month, of which 800,000 are produced at the Shirakawa plant, accounting for a 22% global share.

With most wafer foundry houses normally keeping a certain amount of inventory, a two-week suspension at the Shirikawa plant may not trigger a supply problem for silicon wafers. However, if it takes two months or even longer for the Shirikawa plant to resume normal production, it will become a major problem for global wafer shipments.

Realtime news
  • Taiwan panel makers further down-talk merger possibilities

    Displays | 2h 1min ago

  • New iPhone enters production, say Taiwan makers

    Mobile + telecom | 2h 41min ago

  • LED lighting forecast to reach 32% of total lamp revenues in office lighting during 2015

    LED | 2h 45min ago

  • Korea panel makers see reserves hit 3-year high, says report

    Displays | 3h 5min ago

  • China-based Xi'an LONGi lowers prices for M2 solar-grade monocrystalline wafers for Taiwan solar cell makers

    Green energy | 3h 30min ago

  • Microsoft Taiwan implements BizSpark Plus via cooperation with local business accelerators

    IT + CE | 3h 39min ago

  • LCD monitor shipments drop in 2Q15, says WitsView

    Displays | Jul 2, 22:18

  • India to be second-largest smartphone market by 2017, says Strategy Analytics

    Mobile + telecom | Jul 2, 22:13

  • Xilinx tapes out MPSoC on TSMC 16nm FF+ process

    Bits + chips | Jul 2, 22:10

  • Globalfoundries completes acquisition of IBM microelectronics business

    Bits + chips | Jul 2, 22:06

  • Taiwan IC design houses looking for more orders from China handset vendors

    Bits + chips | Jul 2, 20:52

  • Taiwan IC design houses to see profits shrink in 2015

    Bits + chips | Jul 2, 20:49

  • Digitimes Research: China makers expanding production for wearable displays

    Displays | Jul 2, 20:48

  • Garmin to launch first bicycle-use rear-view radar

    IT + CE | Jul 2, 20:42

  • Clevo starts remodeling Buynow chain stores in China

    Before Going to Press | Jul 2, 20:32

  • Taiwan market: iPhone 6 sales slowing down, say channels

    Before Going to Press | Jul 2, 20:27

  • PTI set to post revenue growth in 3Q15

    Before Going to Press | Jul 2, 20:25

Pause
 | 
View more
High-brightness LED market trends and forecast, 2015
Trends and forecasts for the China FPD industry, 2014-2017
Demand and supply trends in the global sapphire industry, 2014-2015
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.