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Power outage in Taiwan, damage to the semiconductor industry and investigation on its operation

At 2:37 p.m. on May 13, the Xingda Power Plant in Kaohsiung, southern Taiwan, failed, causing a power outage that affected the entire Taiwan.

It is reported that this incident was caused by a power outage in Xingda Power Plant, so that the power could not be sent out.

Taiwan is a global semiconductor production center with many memory and wafer foundries. Since sudden power failure is not allowed in the semiconductor production process, otherwise it will cause heavy losses. Therefore, the semiconductor industry will be the highest priority in the order of power supply for industrial users.

According to TrendForce data, from the perspective of production capacity, the total production capacity of DRAM in Taiwan accounts for 21% of the global production capacity; NAND Flash includes Macronix, PSMC and Winbond, accounting for about 1% of the global production capacity; in addition, the foundry production capacity From the perspective of companies such as TSMC, UMC, Vanguard and PSMC, the combined 12-inch production capacity of the four companies accounts for 56% of the global production capacity; 8-inch production capacity also accounts for about 40%.

The sudden power outage has undoubtedly aroused the industry’s high attention to the damage to the semiconductor industry and the operation of the factory. Manufacturers such as TSMC, UMC, and ASE also responded to this.

TSMC stated that on the afternoon of the 13th, due to the shutdown of the entire Xingda Power Plant, a short-term voltage drop occurred in some plant areas. At present, the power supply is normal. The company has taken emergency response measures and generator backup preparations to minimize the impact. to be clarified;

World Advanced said that the three factories in Hsinchu and Taoyuan currently have normal power supply;

UMC stated that the short-term depressurization in Tainan did not affect production, while the factory in Hsinchu was operating normally;

ASE also responded that the operation of the Taoyuan Zhongli plant was normal, while the Kaohsiung plant was slightly affected. However, the company immediately activated the backup power supply system, combined with smart grid and other measures.

According to TrendForce’s immediate investigation, most DRAM and NAND Flash factories are currently powered normally, and some factories have voltage drops, but this does not affect normal operation. In terms of foundry, the Nanke Park in Tainan has a greater impact at present, and some factories have experienced power outages, but through the support of the UPS, it is initially estimated that the impact will be limited.