Owned by Micron after buying a large stake in Inotera enterprise Fab 2 in Taiwan, according to referring to analysts DRAMeXchange site EE Times , will be forced to suspend work this month due to irregularities in the nitrogen supply system, which led to the spoiling of the processed silicon wafers And contamination of process equipment. According to experts, the company will cut output by about 60,000 silicon wafers per month, and world memory production of DRAM type in July due to this will be reduced by 5.5%. Of course, this can negatively affect the already high prices for the memory chips.
Micron Representatives deny that the incident will have a significant impact on the company's activities. At least, the effect should not be noticeable for Micron customers, as the source claims. But DRAMeXchange analysts are inexorable. They not only believe that cleaning equipment will take a lot of time, but also fear that the incident may affect the volume of release of the new model iPhone. Market participants are still trying to assess how this event will affect their production plans, but many of them do not exclude that memory prices will still rise.
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