As we all know, a 7.3-magnitude earthquake occurred in Taiwan recently, and the latest statistics report that the death toll has reached more than 10 people, and the number of injured people has exceeded 1,000.
However, Xiaobian is a technology digital author, and what I want to share next is not the content related to the rescue, but the possible negative impact of the earthquake on Taiwan's science and technology, and even the global technology industry.
Senior digital technology enthusiasts know that Taiwan is an important industrial chain for many chips, and many well-known semiconductor giants around the world (such as Micron and SK hynix) have factories in Taiwan.
So, to what extent will this severe earthquake affect the global technology industry and supply chain for some time to come?
Because this kind of thing is not uncommon in the past, such as floods, fires or unexpected power outages, etc., the price of related products (more commonly memory and hard disks) will fluctuate sharply.
According to Xiaobian, after the earthquake in Taiwan, the operation of the wafer factory was seriously damaged and disrupted, and the production of some factories has been interrupted. As a result, Taiwan's memory manufacturers have suspended their announcements and offers for DRAM in the second quarter of 2024 to customers, and may have to re-price it, which means that the price of DRAM (and NAND) is likely to increase.
Micron was the first DRAM manufacturer to suspend its offers, and other Korean manufacturers quickly followed suit and took similar steps. The companies said they needed to renegotiate with their customers to determine the price, production planning and delivery time of the products.
Based on the various situations that are currently known, the price increase of memory and SSDs will be inevitable in the coming period.
Recently, the price of solid-state drives has been rising, and many friends are holding a fluke mentality, thinking that this is a short-term phenomenon, hoping to reduce the price as soon as possible to return to the original price, and it seems that this possibility has completely disappeared in the short term.
The earthquake will lead to a further increase in the price of solid-state drives, which is not good news for the majority of digital hardware enthusiasts, and it is very depressing.
The most noteworthy thing now is,How big is the increase in memory prices?But it's a pity,There is no exact news in this area to share for the time being,Xiaobian will share more relevant dynamic revelations as soon as possible,Stay tuned。