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Taiwan's sudden 7.4 strong earthquake, how the impact of global
On 3th April ,2024, the strongest earthquake in 25 years struck Taiwan.
According to the National Seismic Network, the earthquake was the strongest in the country so far this year and was felt over a very large area.
According to Taiwan's fire department, the quake has killed four people and injured 97 others across the country, and rescue efforts are continuing. At least 67 buildings were damaged in the quake on Wednesday, with 15 of them partially collapsing.
The vast majority of semiconductors used in devices ranging from iPhones to automobiles are reportedly made and assembled by Taiwanese companies.
But fabs are "susceptible to the slightest shaking," and a single, brief tremor could destroy an entire batch of semiconductors.
According to the core technology wind vane, according to historical experience, the earthquake affects the industry chain of five plates:
1. Taiwan Province chip cowos packaging board, GPU / AI chip production capacity; 2. Taiwan Province of the foundry foundry, high-level cell phones and server chips; 3. Taiwan Province of the panel LCD industry, will continue to affect the supply; 4. Japan and South Korea's storage industry, dram and nand / hbm; 5. Japan's semiconductor materials industry: photoresist / large silicon wafers / components.
However, according to the Central Taiwan Science Park Administration of Taiwan, China, the latest said that at present, including TSMC, Huabang, AUO, Taiwan Micron and other large factory returns, the operation is normal!
