September 4, South Korea, the company's Wuxi factory was angry, causing serious impact on the production, so that the company had to announce to the outside company to stop running.
SK Rexroth is the world's second-largest chipmaker after Samsung, providing 1/3 DRAM chips worldwide. The Wuxi Sea-Guinness also occupies half of the capacity of the Heidelberg. The latest public information shows that the SK Heidelberg in Wuxi's DRAM factory in the afternoon of the 4th fire, the factory's DRAM production line, the total interruption, resulting in mobile phone and computer storage chip prices soared 19%.
It is noteworthy that the sea is also, Samsung, Lenovo, and suppliers, Wuxi, the production of the Heidelberg, will also lead to these brands of smart machines and PCs and other equipment shipments time.
The fire caused the factory to stop production
According to the reporter understand, on the afternoon of September 4, due to the gas leakage in the production workshop of the Wuxi Hi-tech company, the fire protection layer of the roof exhaust scrubber pipe of the workshop was ignited, and the flames were gradually spreading from the second floor to three or four and five floors, covering about 600 square meters, the main burned gas cabinets, flammable gas pipelines
The public data show that SK Guinness is the world's second largest DRAM manufacturer, the global market share of 24.6%, the global city accounted for up to 25.7%, after Samsung's 50%, Wuxi factory production accounted for the total production of SK Heidelberg half, which will have a certain impact on the DRAM market.
And a South Korean industry related Personage said, the DRAM factory is 24 hours operation, once the fire, power outage and other accidents, put into production of chips will not be used. Taking into account the loss of equipment, the Wuxi plant will take at least several days to re-enter production.
"We are still investigating the extent of the damage," the SK company said in a statement. Chip wafer loss is very low, including clean room, the main production facilities are not affected. We will soon be able to restart production, and overall production will not be affected. ”
According to the reporter understands, the clean room is the whole production link heart part, the chip must in an environment controlled, does not have the dust and the noise vibration condition production, the temperature and the humidity also adjusts very properly, prevents the electrostatic interference.
But for the public response, industry experts said the Wuxi plant may take six months to fully recover. TrendForce, a market research firm, also said in a report that the clean room of SK Heidelberg would take at least six months to fully recover.
"According to the situation of the fire in the field, and the extent of the damage to the workshop, there is a reasonable doubt that it is impossible to resume production as soon as possible." "said an official in Wuxi who declined to be named.
Memory chip prices rise
The latest public information shows that the SK Heidelberg in Wuxi's DRAM factory in the afternoon of the 4th fire, the factory's DRAM production line, the total interruption, resulting in mobile phone and computer storage chip prices soared 19%.
"The production of Wuxi Heidelberg will lead to a short period of storage chip shortage, so the chip price is inevitable." Yan, head of an electrical industry association in China, told reporters.
September 4, the storage capacity of 2GB DDR3 chip price rose 30 cents, to 1.9 U.S. dollars. Bloomberg commented that it was the biggest increase since September 2010, "as the production of the time is longer, the price will rise more and more, that is, the rise in chip prices, will be higher than the time of the production of the Rexroth." Yan told reporters.
In addition, as the company is the supplier of Apple, Samsung, Lenovo, Dell and Sony, the shutdown of the Wuxi Heidelberg will have a serious impact on the production progress of companies such as Apple. Dramexchange, a market research firm, also points out that if the plant is shut down for a long time, it could cause 11 million laptops and 10 million smartphone shipments to be delayed within one months.
Affected by the incident, SK Rexroth September 6 fell 4%, while Samsung's share price rose slightly. Analysts at Bernstein said that if the Wuxi plant were to stop production for more than 1 weeks, the price of the chips would be higher, and all the memory chip makers would benefit from them.