A sudden 7.4-magnitude earthquake strikes Japan, affecting multiple semiconductor companies

It is worth noting that the core area affected by this earthquake includes Iwate, Aomori, Miyagi, and Fukushima prefectures, which are global core supply bases for semiconductor materials, equipment, and memory chips. This region is home to leading global semiconductor companies such as Kioxia, Tokyo Electron (TEL), Shin-Etsu Chemical, and SUMCO. According to public reports from Japanese media, several companies have already announced the impact of the earthquake. Given the global supply and demand situation, it is expected that this earthquake will have a short-term impact on the fields of memory chips and semiconductor equipment, while the impact on sectors such as silicon wafers and chemicals will be limited. (Shanghai Securities News)