Japan Semiconductor Supply Chain Information and Resources


Dear SEMI Members,

This page provides resources and information pertaining to the semiconductor, PV, display, LED and related silicon-based manufacturing markets and the evolving implications of the disruptions caused by the earthquake, tsunami and power plant accidents in Japan. We are aggregating relevant news from a variety of sources as well as commentary and other resources to assist your intelligence gathering and business continuity planning.

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Selected Industry News

June 14, 2011

HIGHLIGHTS 3-BOJ Shirakawa sees positive surprises for economy
(Reuters) - Bank of Japan Governor Masaaki Shirakawa said on Tuesday he sees some positive surprises for Japan's economy in the short term, such as the steady progress manufacturers are making in restoring supply chains after the March 11 earthquake. But he added that he saw negative factors that could affect the country's economy in the long term, such as the risk of power shortages weighing on output.

June 10, 2011

Renesas shakes up post-quake plan
EE Times: NEW YORK – The day after Fujitsu Semiconductor declared full recovery for its chip production fabs in the affected Tohoku region to pre-quake level, Renesas Electronics Corp. scrambled to catch up.

June 3, 2011

Japan 'actual' chip sales collapsed in April
EE Times: LONDON – Actual chip sales for the Japan region in April were the lowest for 23 months, according to figures from the World Semiconductor Trade Statistics (WSTS) organization. It is likely to be due to the aftermath of the earthquake that struck Japan on March 11, although it is noticeable that all other regions are growing on an annual basis.

June 2, 2011

Inventory spike saved industry, says IHS
EE Times: LONDON – IC Inventories that were building to a two-year high during the first quarter of 2011 spared the electronics industry from the worst effects of component shortages caused by the aftermath of the Japan earthquake in the second quarter, according to market research company IHS-iSuppli.

Analysis: Japan effect can't fully explain global soft patch
(Reuters) - Japan's hit to the global supply chain is not the only culprit behind a remarkably synchronized worldwide economic slowdown, casting doubt on predictions of a rapid rebound.

May 18, 2011

UPDATE 1-Japan's Renesas says to restore chip supply by end-October
TOKYO, May 18 (Reuters) - Japan's Renesas Electronics Corp , a major supplier of semiconductor chips to the auto industry, said on Wednesday it would restore supply to pre-quake levels by the end of October, after the disaster damaged one of its main plants.

May 17, 2011

Supply Chain Issues Are a Leading Risk for Tech Execs
Even before the disastrous events in Japan, high-tech executives were becoming acutely aware of the risks inherent in a global supply chain. In fact, supply chain issues represent one of the most prominent risks to US technology companies, according to a study by consultancy BDO. Of the 100 largest publicly traded technology companies analyzed, 86% stress supply chain concerns, including supplier relations, distribution, and material costs, as a top risk factor, reflecting a 15 percent increase over 2010 (75%).

May 16, 2011

RPT-UPDATE 2-Japan March machinery orders jump surprises, firms optimistic
Reuters: TOKYO - Japan's core machinery orders unexpectedly rose in March and manufacturers expect further gains in the second quarter, counting on demand related to
reconstruction from the March 11 earthquake.   

Groups Wait for Earthquake Effect to Strike Home
CNBC: The global surge in energy and commodity prices had a bigger financial impact on developing Asia’s big companies in the first quarter than Japan’s devastating earthquake and tsunami, results and trading updates suggest.  South Korea’s Samsung Electronics, the world’s largest technology company by sales, China’s Guangzhou Auto and Taiwan’s TSMC, the world’s largest contract manufacturer of semiconductors, were among companies acting as a barometer of the possible impact of component shortages from Japan.

May 12, 2011

No wafer shortage for TSMC
EE Times: MUNICH, Germany – Leading foundry Taiwan Semiconductor Manufacturing Co. Ltd. does not expect to see any short- to medium term supply-side disruption from the aftermath of the Japan earthquake and tsunami, according to Maria Marced, president of TSMC Europe.

May 11, 2011

Update from Japan: Energy policy under review, fabs recovery upset
ElectroIQ: Longtime semiconductor exec Takeshi Hattori has been reporting exclusively for SST on the aftermath of the massive Japanese earthquake and tsunami, with updates on the nuclear crisis, status of facilities and production struggles.

May 10, 2011

UPDATE 1-Japan's Renesas: chip supplies to recover by end-Oct
Reuters: To return to prequake supply levels by end-October. Naka plant restart moved forward to early June from June 15. Renesas is key auto sector supplier, seen as vital supply chain link.

May 9, 2011

UPDATE: Japan's Chubu Electric Agrees To Halt Production At Nuclear Plant
Wall Street Journal: TOKYO (Dow Jones)--Chubu Electric Power Co. (9502.TO) gave in to Japanese government pressure Monday, agreeing to halt the nuclear reactors at its Hamaoka power plant in central Japan over earthquake safety concerns, a move that further worsens the nation's looming electricity shortage as the peak summer season approaches.


Official Information Sources in Japan

General Information
Japan Cabinet office: Countermeasures for 2011 Tohoku-Pacific Ocean Earthquake

Ministry of Economy and Industry: METI Measures and Requests in
response to Tohoku-Pacific Ocean Earthquake

Ministry of Land, Infrastracture, Transport and Tourism: 2011 Tohoku
district - off the Pacific Ocean Earthquake

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Japan's Earthquake: Supply Chain Status and a Look into the History of these Shocks" Perspective by Dan Hutcheson, VLSI