As is tradition, after we received hopeful news yesterday about Samsung's investing in the expansion of their flash production we now have bad news out of Micron. DRAMeXchange reported a nitrogen leak in Micron's Taoyuan fab which prompted an evacuation and the possible stillbirth of ~60,000 wafer starts, or about 5.5% cut in the amount of RAM available by the end of the month. Trendforce also reported the same incident and numbers.
Micron has released a statement contradicting these stories, stating that while there was an incident, there was no real impact to the business or to employees. One hopes that is the more accurate report as that particular Fab produces LPDDR4, which is already in high demand and short supply. Indeed, another story mentions that SK Hynix and Toshiba's 3D NAND production was well below expectations and that the supply of NAND for iPhones may fall short by as much as 30%.
This would imply that any impact on Micron's RAM production, even if nowhere near the amount mentioned by the press, would have a large effect on the market in the coming quarters. Samsung will certainly try to capture some of this demand, but the upgrades to their Fabs are still a while off and they are already operating at close to maximum capacity. Fingers crossed we don't hear bad news from GLOFO tomorrow morning!
"Micron Technology has issued a statement regarding recent reports about its fabrication facility in Taoyuan, Taiwan. Micron clarified that there was no nitrogen leaking incident nor evacuation of personnel. A minor event did occurred at the facility, but operations are recovering speedily without material impact to the business."
Here is some more Tech News from around the web:
- John McAfee and Intel settle name battle @ The Inquirer
- Microsoft's redesign of Skype is really upsetting almost everyone @ The Inquirer
- U wot M8? Oracle chip designers quietly work on new SPARC CPU @ The Register
- OpenBSD Will Get Unique Kernels On Each Reboot @ Slashdot
- Create a user called '0day', get bonus root privs – thanks, Systemd! @ The Register
- Cha-ching! NotPetya hackers cash out – but victims won't ever see that data again @ The Register