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No major impact from Therefore, the production side is expected
Taiwan earthquake: TrendForce to continue normal operation, and the ac-
tual impact of the earthquake on the out-
TAIPEI, Taiwan — An earthquake that put of Taiwan’s DRAM and foundry indus-
was around magnitude 6.0 on the tries will likely be limited.
Richter scale occurred off the east
coast of Taiwan at 5:46PM local time Global production capacity
on January 3, 2022. Taiwan’s memory fabs, including those op-
erated by MTTW, Nanya, and other smaller
No notable damage semiconductor companies, collectively ac-
As most local DRAM and foundry fabs are count for about 21% of the global DRAM
located in the northern and central parts production capacity.
of the island, TrendForce’s latest investi-
gations reveal no notable damage to the In the foundry industry, Taiwan’s fabs,
equipment from the fabs. including those operated by TSMC, UMC,
Vanguard, PSMC, etc., together make up
ASML Fire (from 31) as much as 51% of the global production
capacity.
fire during the time necessary for equip-
ment assembly. Overall, the ASML Ber- The DRAM market it is in the midst of the
lin factory fire will have a greater impact conventional off-season. However, the
on the manufacturing of EUV lithography recent easing of component gaps in the
equipment when it comes to foundries and supply chain is generating some stock-up
memory. (Related article on 37). activities in different application segments
and thus bolstering the overall demand.
The headwinds of the off-season are not
as strong as usual.
Also, there are now concerns brewing in
the wider memory market about the sup-
ply side being affected by the COVID-19
lockdown in the Chinese city of Xi’an.
Memory spot prices
Consequently, memory spot prices have
been registering daily hikes lately. It is
worth noting that increases in DRAM spot
TSMC (above) is one of ASML’s largest users of its DUV prices have been more significant than the
equipment; the other is Samsung. (TSMC) increases in NAND Flash spot prices.
According to TrendForce’s information, it Regarding DRAM contract prices, Trend-
cannot be ruled out that ASML will obtain Force for now maintains its original fore-
necessary components from other fac- cast of QoQ drops in the 8-13% range for
tory campuses. In addition, the current 1Q22.
lead time for EUV equipment is quite long.
Therefore, the actual impact on EUV sup- However, the latest earthquake that struck
ply remains to be seen. next page
trendforce.com
