The large chip factory was affected by the earthquake: TSMC stopped working urgently, exacerbating the GPU supply in short supply?

  • Source:Network finishing
  • Release on:2024-04-07

The China Earthquake Network officially measured that a magnitude 7.3 earthquake occurred in Hualien County, Hualien County, Taiwan (23.81 degrees north latitude, 121.74 degrees east) in Taiwan, 2024, with a depth of 12 kilometers.The scope of influence may include Yilan County, Hsinchu County, Miaoli County, Changhua County, Nantou County, Yunlin County, Chiayi County, Taitung County, Hualien County, Chiayi City, Taichung City, Tainan City and other regions.The earthquake in Xiamen and Fuzhou has a strong sense of earthquakes. Shanghai, Zhejiang, Jiangsu, Jiangxi and other places have a sense of earthquake.

Source: China Earthquake Network Center

The meteorological department in Taiwan said that this is the largest earthquake 25 years after the "921 earthquake", and a magnitude 7 earthquake may occur in the next three days.

Based on the news returned by the media in Taiwan, the earthquake has caused power outages in some parts of Taipei.TSMCEarlier stated that in order to ensure the safety of personnel, the factory area of ​​the company's internal procedures has been evacuated, and the labor security system is normal. At present, the personnel are safe and have begun to return to their jobs. The details are yet to be confirmed.

TSMCSome of the current quartz pipes in the plant are broken and the online wafers are partially damaged. Some machines have suspended operation for stop inspections to avoid offsetting.In addition, the situation of the construction site of TSMC was initially normal, but safety considerations have decided that the construction of construction sites in Taiwan today has been decided to stop working, and construction will be under construction.

The Hsinchu Science Park Management Bureau stated that at present, Jingyuan Electronics and Dami Technology Factory in the park have returned to the factory personnel to evacuate.TSMCPart of the prevention and part of the air -to -air shutdown were partially stopped, and AUO, UMC, Wanghong, and Li Ji in the Hsinchu Park returned normally.UMC said that the staff of bamboo and southern sciences were evacuated according to the operating standards, and the personnel were safe, the factory facilities were normal, some of the machines were stopped, and the project colleagues were working hard to take stock and resumption.

storageIn terms of, Winbon said that the actual impact is being evaluated in the normal operation of factory facilities in normal operation.South Asianke stated that personnel confirmed safety, some machines were prevented of prevention, and current safety inspections were conducted.GloryIt is said that the company is evaluating business operations and supply chains, and all employees are safe.

Taiwan areaTSMCAdvanced wafers, COWOS packaging capacity, earthquakes will be on the GPU and AI computing powerchipThe capacity affects the capacity; in addition, there are other mature fab foundries, NAND flash memory and DRAMstorageThe capacity of the wafer and module is also within the scope of the impact.

The wafer factory is an uninterrupted operation of 24 hours, and the wafers on the production line during the earthquake are inevitably scrapped.After the emergency shutdown, the device debugging also takes time.byTSMCThe estimation of the legal person will affect the working hours within 6 hours, and the impact of about 60 million US dollars on TSMC's second quarter financial test, with limited overall impact.According to this analysis, if the ultimate impact is limited to a few hours, thenchipThe overall supply does not have a great impact.

However, there are also analysis that the production delay caused by equipment maintenance will makeNvidiaGPUchipThe supply of supply is affected. With the current tension that is not in short supply, any change may cause more serious shortage of stock price increases.also,storageAs long as the device is facing a magnitude 5 earthquake, it must be maintained and debugged. The length of the time is three months and one month. For memory in the price increase cycle, it may also play a role in promoting.

EarthquakechipThe huge influence of the industry has soared after the 1999 "921 earthquake" in Taiwan.VillageThe inductive factory was directly discontinued until May, and the inductance materials were hot for a while.For this strong earthquake,semiconductorEnterprises generally have good hardware facilities, which can control the impact to the minimum, but for the short -term impact, they still need to be ready to welcome.