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

Last Modified

2011-03-23

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Aperiodically

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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...

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

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Research Reports

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

Overview

Spotlight Report

DRAM Monthly Datasheet Dec. 2024

NAND Flash Monthly Datasheet Dec. 2024

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

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DRAM Contract Price Sep. 2024

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Specialty DRAM Price Dec. 2013

SK Hynix’s Wuxi Fab to Recover Fully from Fire Damage by Mid-January 2014

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Global DRAM Industry Analysis and Outlook-4Q13

Server DIMM Price Nov. 2013

Download Report

Membership

Spotlight Report

DRAM Monthly Datasheet Dec. 2024

NAND Flash Monthly Datasheet Dec. 2024

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Contract Price Sep. 2024

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