As reported, there is a power outage happened on Samsung’s NAND factory in Pyeongtek recently, as we know, power outage is a very serious problem for semiconductor fabrication because it will lead to the wafer damage. As estimated, NAND production capability of this factory is around 514K pcs/month，the power outage will effects to 11% of the total capability, that means the production capability will drops to 457k pcs due to the power outage, this will furtherly influence the world market.
Because of the power outage, estimated the global supply for NAND flash will be tight in March, at the same time, the market demand will consume some inventory which on the hand of the stock vendor, price might become unstable. This incident happened after the NDRC asked Samsung to reduce price, what a coincident.
