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<p style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(62, 62, 62); font-family: &quot;Hiragino Sans GB&quot;,&quot;Microsoft YaHei&quot;,Arial,sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: 25.6px; text-align: start; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-indent: 2em;">集邦咨询半导体研究中心(DRAMeXchange)表示，台湾美光晶圆科技（原华亚科）上周六惊传氮气系统意外，其Fab2受到污染影响，以目前台湾美光晶圆科技每月投片达125K来计算，保守估计损失约60K，约将影响全球DRAM整体产能5.5%，对供货吃紧的DRAM市场来说无疑雪上加霜，预估价格可能将进一步攀升。<p style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(62, 62, 62); font-family: &#39;Hiragino Sans GB&#39;, &#39;Microsoft YaHei&#39;, Arial, sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: 25.6000003814697px; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);"> <p style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(62, 62, 62); font-family: &quot;Hiragino Sans GB&quot;,&quot;Microsoft YaHei&quot;,Arial,sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: 25.6px; text-align: start; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-indent: 2em;">DRAMeXchange指出，台湾美光晶圆科技在此事件中受影响的工厂为Fab2，保守估计损失约60K，此数字尚未计入上周六（7/1）停工至今未投片的片数，Fab2目前预计尽快复工并拉高量产速度，但仍需克服清理后的挑战。<p style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(62, 62, 62); font-family: &#39;Hiragino Sans GB&#39;, &#39;Microsoft YaHei&#39;, Arial, sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: 25.6000003814697px; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);"> <p style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(62, 62, 62); font-family: &quot;Hiragino Sans GB&quot;,&quot;Microsoft YaHei&quot;,Arial,sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: 25.6px; text-align: start; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-indent: 2em;">观察DRAM整体产能，第三季每月平均投片量约在1135K，以目前Fab2的产能约60K来估计，七月损失的投片量约5.5%，加上台湾美光晶圆科技供应的是PC、Server与Mobile DRAM三大主力产品，DRAM产品至今都是维持供货吃紧的状况，在投片量减少5%的情况下，将对DRAM市场产生一定程度的冲击。<p style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(62, 62, 62); font-family: &#39;Hiragino Sans GB&#39;, &#39;Microsoft YaHei&#39;, Arial, sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: 25.6000003814697px; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);"> <p style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(62, 62, 62); font-family: &quot;Hiragino Sans GB&quot;,&quot;Microsoft YaHei&quot;,Arial,sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: 25.6px; text-align: start; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-indent: 2em;">另外，值得注意的是美光给苹果iPhone的LPDDR4多数由台湾美光晶圆科技供货，恐会对即将上市的iPhone新机出货产生影响。<p style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(62, 62, 62); font-family: &#39;Hiragino Sans GB&#39;, &#39;Microsoft YaHei&#39;, Arial, sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: 25.6000003814697px; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);"> <p style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(62, 62, 62); font-family: &quot;Hiragino Sans GB&quot;,&quot;Microsoft YaHei&quot;,Arial,sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: 25.6px; text-align: start; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-indent: 2em;">从市场面来看，由于受损的状况仍在统计中，在复工日期尚未确认的预期心理下，恐将影响后续第三季合约价的议定，DRAM厂已出现告知客户会有涨价可能性的状况，尽管整体供应状况仍待观察，但对于供货吃紧的DRAM市场来说无疑又是雪上加霜，价格可能会进一步攀升。<p style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(62, 62, 62); font-family: &#39;Hiragino Sans GB&#39;, &#39;Microsoft YaHei&#39;, Arial, sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: 25.6000003814697px; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 1; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255);">

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