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Samsung NAND plant blackouts, global supply estimates 3.5% less

A blackout occurred in South Korea's Samsung NAND Flash plant in Pyeongtaek. The legal person estimates that it will affect 3.5% of global NAND flash supply in March.

According to Korean media reports, Samsung's NAND Flash plant in Pyeongtaek suffered a power outage on the 9th on the 9th.

U.S. Department of Foreign Investment Estimated that Samsung PING Flash NAND Flash Power Plant Accidents, 50,000 to 60,000 wafers will be damaged, accounting for approximately 11% of March Samsung's NAND Flash production, which will affect the global NAND Flash supply in March 3.5% .

Foreign investors believe that Samsung’s unexpected accidental impact on Samsung’s profit due to the accident insurance coverage should not be significant. In addition, Samsung has sufficient NAND Flash inventory and operations will not be affected.

The domestic memory makers stated that the impact of Samsung’s unexpected power outages on the market is expected to gradually show up in a few weeks. However, the current weak market demand, whether it can stimulate NAND Flash prices to rise, remains to be further observed.