마이크론,7월8일 히로시마 디램 공장 전력 중단(2022.07.13)

2022.07.13

Micron rises as company says it is dealing with power disruption at Hiroshima facility | Seeking Alpha

마이크론은 7월8일 히로시마 디램 공장에 전력이 중단되었다고 발표후 상승하기 시작.

 

Micron Technology (NASDAQ:MU) shares rose more than 3% on Tuesday after the company said it was dealing with a "prolonged power disruption" at its Hiroshima DRAM manufacturing facility.

 

마이크론 주식은 회사가 히로시마 디램 공장의 길어지고 있는 전력 중단을 처리하고 있다고 언급하면서

3%이상 상승하였다.

 

Micron (MU) said the power disruption occurred on July 8, as a result of inclement weather, but added that all team members were safe.

마이크론은 악천후로 7월8일 전력 중단이 발생했으나 직원들은 모두 안전하다고 하여다.

 

The company added that operations have resumed at "reduced levels" but production is expected to ramp over the next week. Micron (MU) expects there to be a productivity output loss and wafer scraps in its fourth-quarter and the first-quarter of fiscal 2023.

 

회사는 공장 가동이 소규모로 재개되었으나 양산은 다음주가 지나야 가능할 것으로 예상한다고 덧붙였다.

마이크론은 2022 회계연도 4분기(6월ㄹ-8월말)와  2023년 회계년도 1분기(9월-11월말)에 생산량 감소와

웨이퍼 손실이 발생할 것으로 예상합니다.

 

On Monday, Micron (MU) was listed among UBS's favorite semiconductor stocks, despite worries over weakening consumer demand and confidence and rising inventories.

 

지난 월요일 마이크론은 소비자 수요 감소와 증가하는 재고에도 불구하고 UBS의 선호 반도체 주식

목록에 포함되었다.

 

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Micron Reports Power Disruption at Hiroshima Manufacturing Facility | Micron Technology

 

July 11, 2022 at 9:00 PM EDT

 

Micron Reports Power Disruption at Hiroshima Manufacturing Facility

BOISE, Idaho, July 11, 2022 – Micron Technology, Inc., (Nasdaq: MU) today reported that it experienced a prolonged power disruption at its Hiroshima DRAM manufacturing facility on Friday, July 8, 2022, due to inclement weather in the area. All Micron team members are safe.

The loss of power prompted the implementation of factory shutdown protocols. Operations have resumed at reduced levels and will continue to ramp over the next week. Micron is assessing the wafers in process at the time of the incident to determine whether they will meet the company’s stringent quality standards.

 

Micron expects production output loss and associated cost impact from both productivity and wafer scrap across Micron’s fourth quarter of fiscal 2022 and first quarter of fiscal 2023.

 

Micron is currently assessing the impact to near-term supply and is working to utilize existing inventory and its remaining DRAM factory network to meet customers’ critical requirements. Micron will update its customers directly as appropriate.

 

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마이크론 히로시마공장 정전…D램 가격 반등 청신호 켜졌다 - 매일경제 (mk.co.kr)

마이크론 히로시마공장 정전…D램 가격 반등 청신호 켜졌다

 

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Power Outage at Micron's Japanese Plant, Impact on Production Capacity Limited, Says TrendForce

 

Micron's Japanese plant at Hiroshima suffered a power outage on July 8.

According to TrendForce investigations, this plant's monthly wafer starts accounts for approximately 30% of Micron's total monthly wafer starts in 3Q22.

In terms of global wafers starts, this plant’s proportion of wafer starts is approximately 7%.

 

7월8일 마이크론 히로시마 공장에서 정전 발생.

마이크론 히로시마 공장은 글로벌  디램 생산의 7%, 마이크론 디램 생산의 30%를 차지한다.

 

The plant’s primary production process is 1Z nm, accounting for more than 50% of capacity, followed by 1Y nm, accounting for nearly 35%.

 

Although machinery initiated the uninterruptible power supply system when the outage occurred, due to the voltage drop, plant machinery required initialization and inspection.

The power outage persisted for approximately 5~10 minutes and the effect on production capacity was limited.

 

This Micron plant is mainly a R&D center and the next-generation 1beta nm process will be prioritized for production at this location. Looking at its product categories, the plant primarily produces mobile DRAM related to smartphones at this stage.

 

TrendForce also indicates, weak global consumer electronics demand due to geopolitical conflicts and rising inflation since the beginning of the year has precipitated a high level of memory inventory among various manufacturers.

 

The impact of the power outage on Micron's production capacity is relatively low and Micron can also use its inventory to meet the needs clients, so there is no impact on the overall supply and demand in the DRAM market.

 

TrendForce has simultaneously observed that the spot market, which always responds immediately to market conditions, has not seen an increase in demand since the power outage nor is there a market response to customers' urgent orders.

 

The power outage will not reverse the current oversupply of memory. TrendForce will maintain its original price forecast for 2H22, which means that DRAM prices will drop by approximately 10% in 3Q22.