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Samsung Power Outage Disrupts Memory Production


There are widespread reports of a power outage at one of the Samsung factories in Korea yesterday.

The outage itself appears to have been pretty minor, but it did disrupt production and Samsung hasn't completely disclosed its full impact. Reports are that 32Gb+ NAND wafers and some 12 inch unknown DRAM - usually DDR2 and DDR3 - were affected.  My guess it that this won't have much effect long term. Samsung intends to increase production on other lines to make up for the losses - but where they will take the capacity from, is still up in the air.

So what effect will this have on the open market? High density NAND pricing did tick up a tad, but low ends remained the same. In the short term, the business Samsung loses because they cannot ship will likely go to other manufacturers because they have a bit more to offer than they can sell.  This could lead to some spillover demand into the open market. 

Todd Banker, Memory Commodity Manager
Written on Thursday, 25 March 2010 12:39 by Todd Banker, Memory Commodity Manager

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