Japan's Sendai Earthquake & the Semiconductor Supply Chain. . . an impact assessment with Jim Handy.
Posted on: 31-Mar-2011
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The impact of Japan’s Sendai Earthquake in March 2011 is one of the biggest open-ended questions affecting the chip industry today. Chips are in everything from Toys to Toyotas. So if the chips can’t ship, the economy will run into real recessionary pressures. In this video Jim Handy and I sit discuss the impact of the earthquake, tsunami, and subsequent nuclear disaster. Jim is one of the world’s leading experts in memory. I am steeped in manufacturing and am something of a fab rat. In this video Jim Handy and I sit down to discuss the impact of the earthquake, tsunami, and subsequent nuclear disaster on the semiconductor industry. Jim is one of the world’s leading experts in memory. I am steeped in manufacturing and am something of a fab rat. We address questions like: - The history of natural and man-made disasters in the semiconductor supply chain - How did these affect production, prices, and sales - Other events that factored in at the time - We discuss the impacts of the - Sumitomo epoxy plant explosion - Loma Prieta earthquake - Great Hanshin earthquake - Taiwan Chi-Chi earthquake - How they affected the supply chain - Degree of shortage - Impact on IC shipments, prices, and billings - We contrast this history with the unfolding events in Japan - How Flash Memory production was affected - How resilient are modern semiconductor manufacturing facilities - How serious was the earthquake - How serious are the power blackouts - How important are the fabs in Northern Japan to flash demand - How and why the spot market reacted the way it did - What happened with prices
weQuest's are written by G Dan Hutcheson, his career spans more than thirty years, in which he became a well-known as a visionary for helping companies make businesses out of technology. This includes hundreds of successful programs involving product development, positioning, and launch in Semiconductor, Technology, Medicine, Energy, Business, High Tech, Enviorntment, Electronics, healthcare and Business devisions.
Short URL: https://www.wesrch.com/business/weqBU1H58H