08-09-2017, 02:31 AM
http://www.dramexchange.com/WeeklyResear.../4742.html
Quote:“The DRAM market in the second half of this year will be entering the busy season with tight supply made worse by the temporary suspension of N2 (Fab-2) owned by Micron Technology Taiwan (MTTW),” said Avril Wu, research director of DRAMeXchange. MTTW was formerly known as Inotera before Micron’s acquisition. The company’s fab N2, which is located in Taiwan, suffered a contamination event caused by malfunctioning gas equipment at the start of this July and halted production for two weeks for the cleanup.
The latest update from DRAMeXchange regarding N2’s status reports that the facility has resumed normal operation since mid-July. In terms of damages, just over 20,000 pieces of wafers were ruined by the contamination, and N2’s wafer starts were reduced by about 30,000 pieces during the two-week suspension. In total, MTTW lost around 50,000 pieces of DRAM wafers. As the DRAM market heats up again in the year’s second half due to seasonal demand, this loss will certainly exacerbate the undersupply situation.
MTTW is making its best effort to increase wafer starts in the hope of making up for the lost production period. The chance of worsening supply shortage in the DRAM market in September will depend on MTTW’s ability to offset the wafer loss.