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Sudden: Armored Man and Western Digital 3D flash memory materials are contaminated! Significant impact on SSD supply!

The 3D flash memory material of Jiaoxia was contaminated, affecting the production of the two factories in Japan

According to the official website of The Combined Armored Man and the Associated Press, due to the contamination of materials used for flash memory production, the production of two production plants in Japan has been affected, and efforts are currently being made to resume normal operations.

Since late January, some of the operations of The Armory Man's plant in Yokkaichi and Kitakami in Japan have been affected. The reason is speculated to be a component that contains impurities in the specific production process of 3D flash BiCS FLASH. At present, the armored man is working hard to take measures to strive for an early resumption of normal operation. Kaoya expects that the production shipment of its 2D NAND flash memory is not expected to be affected and will continue to do its best to reduce the impact on customers.

Western Digital, which has a joint venture with Jiaoxia to manufacture flash memory, said that the affected flash memory is as high as 6.5 exabytes. Given the severity of the production disruption, a significant impact on SSD supply is expected to be seen in the near future.

Sudden: Armored Man and Western Digital 3D flash memory materials are contaminated! Significant impact on SSD supply!

The issue affected the production of its 3D BiCS flash memory, which is used in various SSDs and other products, and wanted to "get back up and running early," meaning production had stopped, the statement said. The company did not say how much its capacity has been affected.

Western Digital and Armored Man have not proposed a specific date for when production could possibly resume. The chip typically takes about three months from the silicon wafer to the finished product that can be applied to electronics, and any interruption will still have an impact in the months after the restart of production.

Sudden: Armored Man and Western Digital 3D flash memory materials are contaminated! Significant impact on SSD supply!

It is reported that there are six factories in the Yokkaichi factory area, covering an area of 694,000 square meters and employing 6,300 people. The Kitakami plant is made up of several factories, and a new K2 production facility is under construction that will add 136,000 square meters of production space.

The data shows that in 2021, the shipment of armored SSDs will account for about 8.5% by capacity, and Western Digital will account for 15.4%. Prior to this incident, Samsung's production in Xi'an was also hit by Covid restrictions, all of which could eventually lead to a shortage of NAND-based products.

Sudden: Armored Man and Western Digital 3D flash memory materials are contaminated! Significant impact on SSD supply!

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