Hynix Fire Update: Spot market prices jump
It is important to state up front that the final assessments and estimates pertaining to the fire at the SK Hynix fab in Wuxi, China are still pending. That being said, there is more information being circulated about the extent of the damage and potentially better guesstimates regarding what a reasonable time frame for return to normalcy will be. The fact that this Hynix facility produces roughly 10% of global DRAM supply and half of Hynix's monthly production, makes this a significant supply chain event. As a direct result of concerns around DRAM supply, spot market prices have jumped over 30% of pre-disruption levels.
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M&A Rise along Semiconductor Supply Chain – Indicator of improved conditions?
One relatively quiet trend that has been building is an increase in mergers and acquisitions along the wider, global semiconductor and electronics supply chain. If you'd not noticed the quiet reshuffling going on in the background of the hype leading up to the various device and component announcements the past quarter, this week saw a little more activity than normal which ought not go unnoticed.
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