Japan earthquake shocked semiconductor industry chain

Recently, Japan's Fukushima prefecture off the coast of the 7.4 magnitude earthquake, local electronic components, storage, silicon chip factories and other related manufacturers have announced the latest situation. In this context, A shares photoresist concept shares and other electronic chemical plate continued to strengthen.

Electronics industry analyst group set bond advice to the securities times reporter e. company said the tohoku earthquake initially determined for semiconductor related production temporarily hinder, store the overall spot demand remains weak, the price is not easy to appear dramatic changes, such as photoresist plate affected degree is small, need to focus on silicon wafer area affected.

On the impact of the earthquake in Japan, electronic components manufacturers said that the target has been affected.

Renesas Electronics, the world's largest supplier of automotive MCU, said production at its nako (Ibaraki prefecture), Takasaki (Gunma prefecture) and Mizawa (Yamagata Prefecture) plants near the epicenter were affected. The first two plants have been completely shut down, while some of the Mizawa plant's production lines have been suspended, and some of the test lines have resumed. The company is inspecting three plants for damage. It is understood that the ke factory for Renesas car chip main production point.

MLCC Ofactory Murata said it had suspended operations at four of its factories in northeastern Japan, including one where a fire broke out and the other three where operations were suspended to confirm equipment conditions.

Japan earthquake shocked semiconductor industry chain

In addition, the semiconductor wafer leader, the first tier of photoresist supplier Shin-etsu Chemical said that the company and some factories have stopped production, under the premise of ensuring safety gradually resume operation; Global spherulite said that there was a temporary power outage at the local plant, but the power supply has been fully restored and the equipment is under comprehensive inspection, and there is no major impact on the company's financial and business.

NANDFlash's kaixia said some manufacturing equipment at a plant in Kitagai, Iwate Prefecture, had stopped operations due to the quake, and it was checking details. It said there were no casualties or damage to buildings, stressing that memory production was continuing.

It is understood that Japan's semiconductor industry is mainly concentrated in Kanto, Tohoku and Kyushu. Shin-etsu Chemical, SUMCO, Renesas Electronics, Kaixia, SONY and other domestic production bases in Japan are mainly located in this region. Fukushima, the epicenter of the earthquake, is located in northeastern Japan. Ten years ago, the Fukushima earthquake led to the suspension of many local factories such as Shin-Etsu Chemical and Renesas Electronics, resulting in the termination of the supply chain and the rise in the price of various components such as storage and MCU. In addition, in mid-2021, due to the limited production capacity of KrF photoresist and the active expansion of global fabs and other reasons, Japan Shin-etsu Chemical limited the supply of KrF photoresist to many first-line fabs in mainland China, and even informed some small and medium-sized fabs to stop supplying KrF photoresist, causing tension in the industrial chain.

In terms of the global division of labor, Japan dominates the semiconductor materials and key equipment. According to statistics, Shin-Etsu Chemical and SUMCO together control about 60% of the global wafer market; Tokyo Ying Hua, JSR, Sumitomo Chemical and so on occupy 90% of the global semiconductor photoresist market.

Market performance, March 16 to 18 electronic chemical plate strong. According to Oriental Wealth data statistics, the sector rose 8.11% in the past 3 days, among which, the photoresist concept led the rise on March 17, recently fell, but the core concept stocks Rongda Photosensitive, Shanghai Xinyang, Nanda Optoelectronics, Jinrui electrical materials rose continuously; In contrast, electronic components plate or smaller, March 18 down.

Japan earthquake shocked semiconductor industry chain

According to the survey of JIBANGconsulting, in terms of memory, Kaixia K1Fab has been shut down for inspection. However, the previous PRODUCTION capacity of K1Fab has been revised down in the first quarter after the pollution incident, accounting for about 8% of Kioxia's production capacity this year. Under the prediction of possible aftershocks, Kaixia's capacity utilization rate is likely to take a slow recovery step in the next week, so the production of K1Fab this quarter will be further revised down.

From the perspective of the storage spot market, the price has risen since February due to the pollution of kaixia raw materials. However, the russia-Ukraine conflict did not cause the spot price to fluctuate significantly. After the Fukushima earthquake, the price remained stable. For silicon fabs, the damage of the machine and on-line silicon wafers is inevitable for the magnitude 5 earthquake, but the overall damage may be slight. Wafer foundry is currently in normal operation, the impact is not significant.

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