The global memory market is facing the problem of declining demand and falling prices this year. However, the memory manufacturers have not been quiet recently. Micron’s memory factory in Japan was suddenly hit by bad weather, causing the factory to lose power. According to Micron, its memory plant in Hiroshima, Japan, suffered a prolonged power outage on July 8, and staff are now safe. However, Micron’s memory production equipment was inevitably affected, and some facilities were closed. Now they are starting to recover, but they can only recover to a low level, and will continue to recover next week. Micron is still evaluating the loss of the factory, and the specific data has not yet come out, which makes many people worry that the memory market will lead to price increases like the previous accident. How big is the impact this time? According to TrendForce’s data, this memory factory accounts for about 30% of Micron’s monthly production capacity; in terms of global production capacity, film production accounts for about 7%. The main production process is 1Z nm, which accounts for more than 50% of the film, followed by 1Y nm, which accounts for nearly 35%. Will this power outage affect memory prices? TrendForce believes that it will not. One is that the power outage of the factory is only 5-10 minutes, which affects the production capacity. The other is that demand has weakened this year, and manufacturers have high inventory.
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