Samsung, Micron and other memory manufacturers have called for suspension of quotations. Are they preparing to raise prices?

[Gearbest Technology News]On April 3, 2024, a strong earthquake occurred off the coast of Hualien, Taiwan, which not only affected the hearts of the people on the island, but also had a considerable impact on the global semiconductor supply chain. It is reported that after the earthquake, the memory supply chain, a key link in the global semiconductor industry, is experiencing an unprecedented test.

As an important base for global semiconductor manufacturing, Taiwan's impact after the earthquake quickly spread around the world. Industry sources revealed that the three major memory manufacturers – Micron, SK Hynix and Samsung Electronics – have successively announced the suspension of quotations to wait and see the potential impact of the earthquake on production capacity supply. This move has attracted widespread attention in the industry, and the industry generally believes that this may be a precursor to memory price increases.

In fact, the memory industry has been plagued by supply and demand imbalances in recent years. As global digitization accelerates, the demand for memory continues to grow. As a force majeure natural disaster, earthquakes pose severe challenges to the stability and safety of semiconductor production lines. Industry analysts pointed out that the earthquake may cause a brief interruption of the memory production line, thereby affecting global supply.

It is worth noting that the memory industry is in a price increase cycle. Before the earthquake, major memory manufacturers had already issued signals to increase their quotations in an attempt to make up for last year's operating losses. However, the occurrence of earthquakes has brought new variables to this trend. Industry insiders are worried that the earthquake may further exacerbate the contradiction between supply and demand and push memory prices to rise further.

At present, Micron Taiwan has stated that it is assessing the impact of the earthquake on production operations and supply chains, and will communicate with customers on the supply progress. SK Hynix and Samsung Electronics have also taken similar measures and suspended contract negotiations. This series of reactions shows that the impact of the earthquake on the global semiconductor supply chain is gradually emerging.

Industry experts pointed out that although the impact of the earthquake on the memory supply chain is difficult to fully assess, all parties should pay close attention to market dynamics and strengthen supply chain management to deal with possible risks. At the same time, governments and enterprises should also increase investment to improve the earthquake resistance of the semiconductor industry and ensure the stability and security of the global supply chain.

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