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Samsung operates two fabs in the Xian area with NAND flash memory as the main product. Will this lockdown impact the global supply chain in NAND memory?
On Tuesday, the central Chinese city of Xi'an recorded 52 new Covid-19 cases. By Wednesday, authorities had imposed strict lockdown measures on its estimated 13 million residents.
China's Xi'an has further tightened lockdown measures and rolled out a fifth round of mass testing as it reported the highest daily count of local symptomatic Covid infections in a Chinese city since March 2020.
Due to the ongoing COVID-19 situation, we have decided to temporarily adjust operations at our manufacturing facilities in Xi’an, China. This
news.samsung.com
"Due to the ongoing COVID-19 situation, we have decided to temporarily adjust operations at our manufacturing facilities in Xi’an, China."
I don't know why Samsung made this announcement so ambiguous. They can just say something out loud if there's nothing to worry about. Or they can say they are monitoring the situation and will give update next week.
Samsung Xian fabs provide about 40%+ of Samsung NAND production capacity.
Before this Samsung announcement about their Xian operations, the previous Samsung's announcement was made on October 18, 2019. It's interesting to see how rarely they use this communication method.
Samsung has reportedly "adjusted" output at its key NAND factory in Xi'an, the western Chinese city currently under lockdown amid a new Covid outbreak.
Samsung Electronics and Micron Technology , two of the world's largest memory chip makers, warned that strict COVID-19 curbs in the Chinese city of Xian could disrupt their chip manufacturing bases in the area.
www.reuters.com
Is it going to cause another supply chain disruption?