What They Say
Renesas has suffered a fire at is plant in Naka, (located in Hitachinaka, Ibaraki Prefecture). The damage was limited to around 5% of the clean room area, and the plant’s 300mm wafer line has stopped production. There is no date set, yet for resumption. The 200mm line is continuing in production.
What We Think
As we say “It doesn’t rain, but it pours” – it seems that the chip business is suffering at the moment. However, the reality is that this kind of issue happens all the time, but the effects are really noted when the industry is in shortage. (BR)