Nomura securities investment bank, said the Chemical industrial company (letter Etsu Chemical) Shin - after an earthquake in Japan in closed their FuDaoXian BaiChuan city of wafer production factory, because the factory occupied all the capacity of conposing round 20% other words, its production will lead to global 300mm silicon wafers capacity reduced by 20%.
Faith is not announced the chemical industry factory when resume production, nomura securities analysts said they worried that the factory shutdown will affect wafer market short-term supply. The factory at present in the quantity of 60-70 million pieces.
Nomura securities analysts also say, Japan another wafer suppliers Sumco has applied its kyushu factory nissan can promote the 30 to 40 million pieces and ease supply shortages, in addition in northern Japan factory because earthquakes, tsunamis influence shutdown will reduce 300mm wafer demand.
But even as Sumco industry manufacturers will 300 mm wafer supply alternative suppliers, but the industry there are still 20-40 per month for the supply of tablets wherewithal.
Most of the wafer fabrication facility at present only limited wafer inventory, and the worlds largest foundry TSMC supposedly have 4-6 weeks of 300 mm wafer inventory, not worried about wafer shortages. Because TSMC is the supplier of biggest customers, so they will get first priority wafer supply, any wafer supply shortages will lead to its chip capacity reduced.
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