지진으로 일시적으로 중단된 일본의 실리콘 웨이퍼, MLCC, 및 반도체 시설은 관리 가능할 것으로 예상됨(2024.01.04)

2024.01.04

DRAMeXchange - 【Market View】Earthquake Temporarily Halts Silicon Wafer, MLCC, and Semiconductor Facilitie sin Japan, Impact Expected to be Controllable, Says TrendForce

 

Earthquake Temporarily Halts Silicon Wafer, MLCC, and Semiconductor Facilities in Japan, Impact Expected to be Controllable, Says TrendForce

 

지진으로 일시적으로 중단된 일본의 실리콘 웨이퍼, MLCC, 및 반도체 시설은  관리 가능할 것으로 예상됨 - TrendForce

 

TrendForce’s investigation into the impact of the recent strong earthquake in the Noto region of Ishikawa Prefecture, Japan, reveals that several key semiconductor-related facilities are located within the affected area. This includes MLCC manufacturer TAIYO YUDEN, silicon wafer (raw wafer) producers Shin-Etsu and GlobalWafers, and fabs such as Toshiba and TPSCo (a joint venture between Tower and Nuvoton).

 

TrendForce의 조사 결과, 최근 일본 이시카와현 노토 지역에서 발생한 강한 지진의 영향으로 여러 핵심 반도체 관련 시설이 영향을 받았음을 밝혀냈습니다. 이에는 MLCC 제조업체인 타이요 유덴, 실리콘 웨이퍼(원자재 웨이퍼) 제조업체인 신에쓰 및 글로벌웨이퍼스, 그리고 도시바와 TPSCo(타워와 누보톤의 합작 기업)와 같은 팹(반도체 생산 시설)이 포함됩니다.

 

Given the current downturn in the semiconductor industry and the off-peak season, along with existing component inventories and the fact that most factories are located in areas with seismic intensities of level 4 to 5—within the structural tolerance of these plants—preliminary inspections indicate no significant damage to the machinery, suggesting the impact is manageable. 

 

반도체 산업의 현재 하락과 비수기 시즌, 기존 부품 재고 및 대부분의 공장이 지진 강도가 4에서 5 수준으로 이어지는 지역에 위치하여 공장 구조적 내진성 내에 있음을 고려하면, 예비 점검에서 기계에 상당한 피해는 없는 것으로 보이며, 이는 관리 가능한 영향으로 판단됩니다.

 

In terms of silicon wafer production, Shin-Etsu and GlobalWafers' facilities in Niigata are currently shut down for inspection. The crystal growth process in raw wafer manufacturing is particularly sensitive to seismic activity.

However, most of Shin-Etsu's crystal growth operations are primarily in the Fukushima area, thus experiencing limited impact from this earthquake. SUMCO reported no effects.

 

실리콘 웨이퍼 생산 측면에서, 신에쓰와 글로벌웨이퍼의 니가타 시설은 현재 점검을 위해 폐쇄되어 있습니다. 

원자재 웨이퍼 제조의 결정 성장 공정은 지진 활동에 특히 민감합니다. 그러나 신에쓰의 대부분 결정 성장 작업은 주로 

후쿠시마 지역에서 이루어지므로 이번 지진으로의 영향은 제한적입니다. SUMCO는 영향을 받지 않았다고 보고했습니다.

 

On the semiconductor front, Toshiba's Kaga facility in the southwestern part of Ishikawa Prefecture is currently undergoing inspections. This site includes a six-inch and an eight-inch factory, along with a twelve-inch facility slated for completion in the 1H24. Additionally, the three TPSCo factories in Uozu, Tonami, and Arai—co-owned by Tower and Nuvoton (formerly Panasonic)—are all undergoing shutdowns for inspections. In contrast, USJC (UMC's acquisition of the Mie Fujitsu plant area in 2019) was not affected.

 

반도체 부문에서, 도시바의 가가 시설(이시카와현 남서부)은 현재 점검 중입니다. 이 곳에는 6인치와 8인치 공장이 있으며, 1H24에 완공 예정인 12인치 시설도 포함됩니다. 또한, 타워와 누보톤이 공동 소유한 TPSCo의 우오즈, 토나미, 아라이 3개 공장은 모두 점검을 위해 폐쇄 중입니다. 반면에, USJC(UMC가 2019년 미에 후지쯔 공장 지역 인수)는 영향을 받지 않았습니다.

 

MLCC manufacturer TAIYO YUDEN’s new Niigata plant, designed to withstand seismic activity up to level 7, reported no equipment damage. Murata (MLCC fabs only) and TDK’s MLCC plants experienced seismic intensities below level 4 and were not notably affected. However, Murata’s other factories (Non-Production MLCC) in Komatsu, Kanazawa, and Toyoma, which are in the areas with seismic intensity above 5, were closed for the New Year holiday, and staff are currently assessing any damage.

MLCC 제조업체인 타이요 유덴의 신규 니가타 공장은 지진 강도 7까지 견딜 수 있도록 설계되었으며, 장비 피해는 없다고 보고되었습니다. 무라타(MLCC 공장만 해당)와 TDK의 MLCC 공장은 지진 강도가 4 미만으로, 현저한 영향을 받지 않았습니다. 그러나 무라타의 다른 공장(비생산 MLCC)인 고마쓰, 카나자와, 토요마는 5 이상의 지진 강도 지역에 위치하고 있으며, 연말 연시 휴일로 폐쇄되었으며, 현재 직원들이 피해를 평가하고 있습니다.