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December 4, 2020

What is the impact of the sudden power outage at the Micron DRAM plant?

On December 3, a power outage was reported in the fab area of ​​Micron, a major memory manufacturer, in Taoyuan, Taiwan. In this regard, Micron also confirmed at the first time, emphasizing that the plant area immediately activates the safety protection mechanism and confirms that all colleagues are safe.

As for the impact of the power outage, Micron said that the current equipment has been operating normally after the power is restored, and it is expected that the factory will resume production within a few days.

Micron employees revealed that the power outage lasted as long as three hours. Although the power has been restored successfully, the follow-up operations and procedures such as resumption and inspection will take at least 2-3 days.

Regarding the power outage at the Micron plant, industry insiders pointed out that Micron’s Taoyuan plant was originally Huaya Branch, and the main force produced 8Gb DDR4 products. The current shortage is not too serious, so whether it will still affect the overall DRAM market supply remains to be Observed.

According to statistics from Market Research Agency TrendForce, Micron is the world's third largest DRAM factory, with a market share of approximately 25% in the third quarter. Micron’s Taoyuan Plant and Taichung Plant are major production centers for Micron’s DRAM.

It is reported that Micron, Samsung and SK Hynix's three major fabs together cover up to 94% to 95% of the global DRAM market. With limited new capacity, the memory industry originally expected that supply and demand could be stable in the first quarter of next year. The power trip incident occurred at Micron's Taoyuan plant. The market is concerned about whether the DRAM market will fluctuate.

In fact, it has only recently been reported that the production capacity of various fabs is tight, and prices have begun to increase. As the largest foundry for DRAM memory chips, Power Semiconductor Manufacturing Co., Ltd. is even more blunt, driven by 5G and AI applications until next year. In the second half of the year, logic chips and DRAM chips will be out of stock to an unimaginable point.

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