Last week, Taiwan experienced a severe Earthquake — and subsequent reports of memory makers refusing to publish contract DRAM prices two days ago raised concern over DRAM price hikes. These price hikes may still be happening, but, courtesy of a report from TrendForce, we now know that the quake's impact on DRAM was corrected for within the week— and the overall impact on Q2 DRAM production seems as low as 1%.
In total, five DRAM fabrication plants belonging to four suppliers impacted in the quake were evaluated by TrendForce. These included two of Micron's fab plants, and one each from Nanya, Winbond, and PSMC. Below, we have the original TrendForce graphic with this data explained in slightly more detail. Overall, things seem optimistic for this segment of the industry — at least, in terms of long-term production capacity.
