$Taiwan Semiconductor Manufacturing(TSM)$ evacuated production lines and factory areas in response to the major 7.4 magnitude earthquake, indicating disruptions to its manufacturing operations. This could lead to production delays and supply chain issues for TSMC's major customers like $Apple(AAPL)$ and $NVIDIA Corp(NVDA)$ .ImageFrom historical experience, earthquakes affect five sectors of the industryTaiwan's chip cowos packaging sector, GPU/AI chip capacity.Taiwan's wafer foundry contract manufacturing, high-end mobile phones, and server chips.Taiwan's panel LCD industry, will continue to affect the supply.Japan and South Korea's storage industry, dram and nand
Will Semi Firms be Impacted by Supply Chain Problems?
A magnitude 7.4 earthquake struck eastern Taiwan, triggering a tsunami warning. During the January earthquake in Japan, semiconductor companies were forced to halt operations. The earthquake could disrupt TSMC's operations, thus impacting the semiconductor supply chain. ----------------- Will semiconductor firms be impacted by supply chain disruptions?
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