Research Reports

Research Reports

DRAM supply chain were affected; manufacturers with abundant raw materials will

Last Modified

2011-03-23

Update Frequency

Aperiodically

Format

PDF

Overview

The magnitude 9.0 quake hit northeastern Japan on March 11th has left thousands of people homeless and damaged DRAM supply chain. The suspended Shin-Etsu and SUMCO northeastern plants have reduced global Raw-Wafer capacity by 20 to 25%. Hitachi Chemical and Mitsubishi Gas Chemical, two companies producing over 80% of BT resin used in module houses, were also affected by the quake. Other key raw materials such as photo-resistor, target and Nitrogen were also affected. Following the quake, DRAM vendors checked the inventory level on raw materials, confirmed on the possibility of second supply source in order to reduce loss...