Taiwan's strong earthquake effect Apple millet Huawei new single traffic jam

Affected by the strong earthquake in Nantai, the production line of TSMC 14A is expected to resume production on Friday and Saturday. It was also suspended before the UMC Nanke plant. Supply chain operators said that this has enabled Apple iPhone 5se, Xiaomi and Huawei. Or the production of notebook products is not smooth, the order traffic jam, fear of dragging downstream mobile phones and notebooks.
Sun Youwen, director of TSMC's corporate information and investment relations company, said yesterday (10) that part of the 14B plant has resumed work, and the 14A plant will have two to three days, meaning that it will be fully resumed by then.

It is understood that TSMC 14A is based on the old 12-inch 40-nanometer process, producing more mainstream notebook chips and small-size mobile phones. The 14B factory is a 12-inch 16-nm and 20-nm process. The end should be a high-end product from a large factory such as Apple. Since the strong earthquake occurred in Nantai on February 6, the TSMC production line has resumed work. The 14A plant is still under repair. If it is re-evaluated in another two or three days, the downtime may be up to one week.

Supply chain people said that there were two major disturbance factors during this period. The strong earthquakes in Nantai had damaged the TSMC and UMC production lines. In addition, the SMIC Beijing plant had a power outage earlier, and the upstream supply was facing a test. At the same time, key component factories such as some key panels and soft board factories also have operators in Tainan and Kaohsiung, which are more or less affected by water shortage and power jump, which makes new products order traffic jams.

According to market sources, Apple's small-size iPhone and non-writing pens and other new products are approaching the stage of stocking and stocking in late February. High-end soft boards and other manufacturers originally cooperated with customer scheduling, and the general delivery period is about one to two weeks, but the natural disasters make production not Shun, acceptance and inspection time is extended, at least two weeks, and actively communicate with customers to quickly digest the order queue.