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[News] Kioxia, TEL and Photoresist Makers in Focus After Magnitude 7.7 Japan Earthquake; Supply Chain Impact Mixed

What happened

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.

Impact and signal

High impactImpact score: 85/100

Affected components and suppliers

NAND Flash

KioxiaTokyo ElectronShin-Etsu ChemicalSUMCO

shortagedisastersupply-chainproduction-halt

Source and time

Source: TrendForce · 4/20/2026 · View original source

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[News] Kioxia, TEL and Photoresist Makers in Focus After Magnitude 7.7 Japan Earthquake; Supply Chain Impact Mixed

What happened

Impact and signal

Affected components and suppliers

Source and time

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