新年伊始，日本西海岸遭遇强震袭击，造成重大人员伤亡。这场天灾不仅影响了民众的生活，还对当地半导体产业带来了严重冲击。东芝公司宣布，其位于石川县能美市的NAND闪存工厂将暂时停产，进行安全评估。此外，TrendForce还指出，Taiyo Yuden、Tower、Shin-Etsu、GlobalWafers和TPSCo等企业也暂时停止了半导体产品的生产。
此次地震对半导体产业链的影响备受关注。分析师预计，地震将对未来半导体供应和价格产生波动。一方面，2023年下半年以来，一些厂商为了提振价格，有意限制了NAND闪存出货，导致市场供货趋紧，价格有所上涨。另一方面，随着更高效、更高密度的NAND闪存不断推出，以及我国新一代NAND闪存晶圆厂投产，未来存储器价格也可能会受到下行压力。
目前尚无关于东芝工厂受损程度的初步信息，但可以肯定的是，这场地震无疑为全球存储器市场增添了新的变数。专家建议对所有建筑物进行详细检查，排除潜在的安全隐患。东芝承诺将在周五日本时间下午5点发布更新，并表示将在“生产线状态评估完成后尽快”做出复工决定。
英文翻译：
News Title: Japan earthquake hits semiconductor industry hard
Keywords: Japan earthquake, semiconductor production suspension, market impact
News Content:
At the beginning of the new year, a strong earthquake struck the west coast of Japan, causing serious casualties. This disaster not only affected the lives of the locals but also dealt a heavy blow to the semiconductor industry in the region. Toshiba announced that its NAND flash factory in Nomachi, Ishikawa Prefecture, will temporarily suspend production for safety assessment. In addition, TrendForce also pointed out that other semiconductor manufacturers such as Taiyo Yuden, Tower, Shin-Etsu, GlobalWafers, and TPSCo have also temporarily stopped producing semiconductor products.
The impact of the earthquake on the semiconductor industry chain has attracted much attention. Analysts predict that the earthquake will affect the future supply and price of semiconductors. On the one hand, since the second half of 2023, some manufacturers have intentionally limited NAND flash shipments to boost prices, leading to a tight market supply and rising prices. On the other hand, with the continuous introduction of more efficient and higher-density NAND flash and the production of new generation NAND flash wafer factories in China, the future storage price may also face downward pressure.
Currently, there is no preliminary information about the damage to Toshiba’s factory, but it is certain that this earthquake has added new variables to the global storage market. Experts suggest conducting detailed inspections of all buildings to eliminate potential safety hazards. Toshiba promises to release an update at 5 pm Japanese time on Friday and says it will make a decision on resuming work as soon as the production line status assessment is completed.
【来源】https://www.ithome.com/0/743/225.htm
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