Techweb, EETimes en The Register hebben meer info over de gevolgen van de aardbeving in Taiwan voor de chip industrie. Voor de duidelijkheid: dit wil dus absoluut niet zeggen dat wij niet denken aan de gevolgen voor de taiwanese bevolking, maar voor die info moet je maar naar het journaal of in de krant kijken - dit is een hardware site.
Techweb verwacht een korte stijging van de chip prijzen:
The massive earthquake that rocked Taiwan overnight was expected to push world chip prices higher, at least in the short term, analysts in Seoul said Tuesday.[...] Jon said the world spot price for the current mainstay 64-megabit DRAM chips could rise above $15, this year's highest level so far.
[...] "An electricity outage and a water supply problem are very important to the chip-making industry and I don't think they can recover from the damage in the short term," said Suh Do-won, an analyst at LG Securities.
[...] The world 64-Mbit DRAM price is declining moderately these days after hitting the year's highest level of $15, and is trading at around $12 per unit, they said. The recent price upsurge, which analysts attributed to strong PC sales tied to free PC offers, had beaten expectations. The price stood at about $4 from May to June. [break] Verder geeft EETimes nieuws over de situatie bij TSMC (Taiwan Semiconductor Manufacturing Co.): [/break] The earthquake that struck Taiwan early Tuesday (Sept. 21) left fabrication facilities on the island without power, but largely intact, according to early reports.
[...] While TSMC's Fab 1 did have power, it was not enough to maintain wafer production, the spokesman said. Taiwan government officials estimate that the combined lost production of the Science Park would be about $156 million, but industry estimates said the figure could be twice as large.
While some buildings were toppled in Taipei and casualties are reported to have topped 1,500, the earthquake-resistant architecture in the country's technology center outside the capital seems to have sustained the quake. "All the buildings at Science Park are structurally sound," said a spokesman for TSMC's U.S. branch in San Jose, Calif. [break] Tenslotte een nieuwsposting van de The Register, waarin gezegd wordt dat de aardbeving voor de chip industrie een verlies van 300 miljoen dollar tot gevolg heeft: [/break] "It's a kind of nightmare for us," said Winbond Electronics assistant vice president, Hander Chang, "just like most companies here we are waiting for power."
"We don’t know when power will be restored," Taiwan Semiconductor Manufacturing Co (TSMC) spokesman, Tzeng Jin Haw said. Without power, Mr. Tzeng said, it was difficult to assess damage or losses.
Highly speculative local media reports estimated losses in the Hsinchu Science-Based Industrial Park at between US$150 and US$300 million. Taiwan’s semiconductor industry, Hsinchu’s largest income generator, is predicted to make roughly US$10 billion in revenues this year -- an average of US$27.4 million per day.