NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Aug 2

23:30Impact score 75
[News] Kumamoto Fab Restart Update: TEL, Sony Resume Operations; TSMC’s JASM Fab 1 Under Inspection after M7.1 Quake
TEL and Sony resumed operations in Kumamoto this week following the July 28 earthquake, while TSMC's JASM Fab 1 remains under inspection. Renesas also resumed production at its Nishiki plant. The recovery timeline suggests minimal long-term impact on supply chains.
Semiconductor EquipmentAutomotive ChipsFoundry ServicesTSMC, Tokyo Electron and 4 totalTrendForceDisaster/Disruption

03:12Impact score 65
[News] 7.1 Kumamoto Earthquake: TSMC Confirms JASM Safe; TEL Halts Plants as Chip Supply Chain Assesses Impact
TSMC confirms JASM fab in Kumamoto is safe with no structural damage, resuming operations after a seismic intensity of 5. Tokyo Electron suspended operations at its Kumamoto facilities for safety inspections, while other suppliers like Fujifilm and Horiba reported no significant damage. The event is assessed to have a limited impact on the global supply chain.
28nm22nm16nmTSMC, Tokyo Electron and 4 totalTrendForceDisaster/Disruption

02:47Impact score 85
[News] Kioxia, TEL and Photoresist Makers in Focus After Magnitude 7.7 Japan Earthquake; Supply Chain Impact Mixed
Kioxia suspended production at its Iwate NAND facilities following a magnitude 7.7 earthquake, while Tokyo Electron and material suppliers in the region face potential disruptions. Inspections are expected to last one to three days, raising concerns about a potential NAND shortage.
NAND FlashKioxia, Tokyo Electron and 4 totalTrendForceDisaster/Disruption