More recently, there have been a lot of complaints about the high cost of Intel's 9th generation processor and concerns about the unattractive prices of motherboards equipped with the AM7 X570 chipset for Ryzen 3000. However, consumers have a choice of cheap and spacious semiconductor carriers, and the DDR4 RAM modules were also re available at attractive prices. Soon, however, this can be done, as the Japanese factories belonging to Toshiba and Western Digital were deprived of electricity. As a result, some of the equipment used and wafers with NAND memory are damaged, the losses are estimated at about 6 to 9 exabytes.
Yokkaichi Operations is responsible for 35% of world NAND memory production.
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As yesterday announced by Toshiba and Western Digital, on June 15th, an unexpected loss of current occurred in the Japanese Yokkaichi Operations Resort. It lasted for up to 13 minutes and unfortunately had a negative impact on the NAND memory cards and the equipment produced. Western Digital assumes that it will reduce their bid in the third quarter of 2019 for 6 EBs (exabytes), which is about half of the quarterly processing capacity of the company. Toshiba does not disclose details, but given that their FABs work at higher speeds, it is estimated that the Japanese speak of losses of 6 to 9 EB.
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And Toshiba and Western Digital are still assessing the impact of power loss on the production lines, so it is difficult to determine financial losses unambiguously. However, according to TrendForce, Yokkaichi Operations is responsible for around 35% of world NAND memory revenue revenue. In other words, the industry lost about 16.5% of the 2D and 3D chip deliveries for the third quarter of 2019. Although the contracts for the third and fourth quarters of 2019 have already been signed, no drastic increase in prices should be expected. Well, unless suddenly the excessive memory of NAND on the market becomes a strange possibility of shortage …