According to reports, five factories of Toshiba Memory Corporation (TMC) have been interrupted due to the earthquake. Toshiba has not announced the damage, but according to industry estimates, the incident will have a certain impact on the market. It is expected that demand will rise and NAND Flash prices will stop falling, and there may be an opportunity for a price rebound in the second half of the year.
Analysts said that Toshiba's five production lines in NY2, Y3, Y4, Y5 and Y6 were interrupted due to the earthquake. In the second quarter of this year, TMC accounted for about 32% of the world's NAND Flash market, ranking second in the world. The disruption of production in five of its factories will further affect the overall market supply.
According to industry insiders, if 50% of the wafers were damaged due to power outages, another 15% to 20% of the wafers must be reworked, which will affect the global NAND wafer supply by 2% to 3%. If the time to return to normal production at the TMC plant is delayed again, the impact will likely increase.