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TAP TIMES      -36                                   FEBRUARY 2022




                 X’ian lockdown (from 35)                       tinue to closely monitor responses by
                                                                Samsung as the pandemic progresses.
        Production has not been interrupted at                  If the lockdown continues, the decline in
        Samsung’s Xi’an plant; the company’s                    NAND Flash contract prices may potentially
                                                                see a further tapering. trendforce.com
        remedy is reduced operational scale which
        may affect utilization rate
                                                                                   EVENTS
        No significant disruptions
        Following up on TrendForce’s previous
        press release, Samsung’s two major NAND                  Feb. 9-11, SEMICON Korea, Seoul, semicon
        Flash fabs in Xi’an are still manufacturing              korea.org
        without experiencing significant disrup-
        tions at this moment.                                    Feb. 15-17, Wafer-Level Packaging Sympo-
                                                                 sium, San Jose, smta.org
        With the local authority enforcing even
        stricter restrictions on the movements of                March 7-10, 18th International Conference on
        people, however, Samsung has been com-                   Device Packaging, Fountain Hills, Ariz., imaps.
        pelled to perform some temporary opera-                  org
        tional adjustments to the two fabs.
                                                                 March 21-25, SEMI-THERM Symposium 2022,
                                                                 San Jose, semi-therm.org
        With respect to end-products, facilities in
        the Xi’an region are primarily responsible               March 23-25, SEMICON China, Shanghai,
        for the assembly of consumer electron-                   China, semiconchina.org
        ics such as UFS and client SSDs, meaning
        changes in the Xi’an fabs’ operations will               March 23-25, productronica China, Shanghai,
        have a direct impact on the procurement                  China, productronica-china.com
        activities of smartphone and notebook
        computer manufacturers.                                          Listing in the Events column
                                                                  Non-proft trade organizations may be listed
        Inventory level relatively high                           in the “Events”i  column free.  Submit cal-
        Samsung’s inventory level is still relatively             endar items to roniscoff@gmail.com two
        high, and the company should be able to                   months prior to the event.
        keep supplying these products to buyers
        with no issues in the short run, although                               ADVERTISERS
        the decline in the these products’ prices
        may moderate somewhat.
                                                                  Advanced Interconnection   advanced.com
        Judging by the performance of the NAND                    Contech Solutions          contechsolutions.com
                                                                  E-tec
                                                                                             e-tec.com
        Flash spot market on December 29, Trend-                  HCD Corp.                  hcdcorp.com
        Force further indicates that most suppli-                 LEENO Industrial           leeno.com
        ers have now stopped giving price quotes                  MCT Worldwide              mctint.com
        for NAND Flash products after Samsung                     MEPTEC                     meptec.org
        released an official statement on the Xi’an               Mirror Semiconductor       mirrorsemi.com
                                                                  OKins Electronics
                                                                                             okinsglobal.com
        matter.                                                   Signal Integrity           signalin.com
                                                                  TestConX                   testconx.org
        Regarding the forecast of NAND Flash con-                 TopLine                    topline.tv
        tract prices for 1Q22, TrendForce will con-
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