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Report: Impact of Taiwanese Earthquake on DRAM Output to be Negligible in Q2
y Anton Shilov on April 10, 2024 6:00 PM EST Following the magnitude 7.2 earthquake that struck Taiwan on April 3, 2024, there was immediate concern over what impact this could have on chip production within the country. Even for a well-prepared country like Taiwan, the tremor was the strongest quake to hit the region in 25 years, making it no small matter.
The market tracking company believes that Taiwanese DRAM industry has remained largely unaffected, primarily due to their robust earthquake preparedness measures. In contrast, SK hynix resumed quotations for smartphone customers on the day of the earthquake and proposed more moderate price adjustments for Q2 mobile DRAM. The abundant inventory levels for DDR4 and DDR5, coupled with weak demand, suggest that any slight price elevations caused by the earthquake are expected to normalize quickly.
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