Talking about "hard disk price increases", I believe that everyone will not be unfamiliar, after all, there will be a "big water" and "factory fire" every year, this is not, just recently, the United States Western Digital and Japan's armored man joint venture two semiconductor production lines due to magazine problems stopped production. People are worried about whether the recent shortage of supply, centered on system semiconductors, will also expand to memory?
According to Bloomberg, Jiaoxia has stopped operating production lines in YatsukaiChichi City, Mie Prefecture and Kita-Iwate Prefecture, mainly because impurities are mixed with excipients, which affects the production of finished products, making some equipment used to produce 3D flash memory forced to stop using.
Western Digital announced that the event will result in a reduction in the production of AT least 6.5 exabytes (EB) of NAND flash memory. Wells Fargo analyst Aaron Lakers predicts that if kioxia's production impact is added, the total decline will reach 16 exabytes, and the basis for this set of data is 10% of global sales calculated quarterly.
According to Bloomberg, at present, Armored Man and Western Digital have not yet provided a specific recovery time. However, according to the industry, it usually takes about 3 months from making a silicon wafer to the final product. Previously, western digital suffered a production outage of production equipment jointly built with Toshiba Storage, which took a month to resume production.
In addition, the industry predicts that if the two companies calculate on an inventory basis, this event will not have a significant impact on the first quarter. However, memory prices are expected to rise in the second quarter due to reduced supply due to plant openings, while Samsung Electronics and SK Hynix are expected to benefit from the impact.
Since last year, the global semiconductor manufacturing industry has had large and small accidents, and the supply of products is difficult. For example, Renesas Electronics of Japan, a processing plant was burned down in a fire; in Texas, the United States, a cold wave hit the factory built by German Instruments and Samsung Electronics; and Infineon's Dresden plant in Germany was also shut down due to a large-scale power outage. Nowadays, Western Digital and Armored Man have such an unexpected situation, and the future prospects are really worrying!
Finally, the author also wants to say that I don't know if there will be a situation of hoarding memory sticks and getting rich this year, but if you have the plan to replace the hard disk, I think you can make plans as soon as possible.