Taipei, Thursday, September 18, 2014 04:15 (GMT+8)
partly cloudy
Taipei
28°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 market: Asustek unveils G20 gaming desktop

    Before Going to Press | 6h 13min ago

  • WCG Ultra HD TV panel shipments to grow in 2015

    Before Going to Press | 6h 26min ago

  • STMicroelectronics sees increasing MEMS applications in wearable, IoT markets

    Before Going to Press | 6h 26min ago

  • TSMC to spend NT$718.74 billion purchasing equipment

    Before Going to Press | 6h 31min ago

  • Csun to see revenues up in 4Q14

    Before Going to Press | 6h 38min ago

  • Ichia to see revenues drop 10-15% sequentially in 3Q14

    Before Going to Press | 6h 39min ago

  • Lite-On Semi rolls out new full bridge rectifier diodes

    Before Going to Press | 6h 42min ago

  • PCB makers to see HDI board lines running at full capacity till year-end 2014

    Before Going to Press | 6h 43min ago

  • Pegatron component subsidiary Asuspower to acquire production equipment sets

    Before Going to Press | 6h 43min ago

  • Asustek aiming to achieve 15% on-year PC shipment growth; to push gaming notebooks for gross margins

    Before Going to Press | 6h 44min ago

  • Digitimes Research: Mobile DRAM bit growth rate to top 37.5% in 2H14

    Before Going to Press | 6h 45min ago

  • Korea vendors still hold prospects for OLED TVs

    Before Going to Press | 7h 54min ago

  • Supply chains see orders from Motorola Mobility until 4Q14

    Before Going to Press | 7h 59min ago

  • NCC approves Vibo Telecom merger with Taiwan Star Cellular

    Before Going to Press | 8h 50min ago

  • Foxconn donates 3 smart classrooms in Taiwan

    Before Going to Press | 8h 52min ago

Pause
 | 
View more
Analysis of China revised domestic semiconductor industry goals
Media news email alerts
Greater China touch panel shipment forecast through 2015
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.