If you were waiting for the right time to buy DRAM for a new build, that time might be right effing now. One of Micron’s plants is now shut down and has been forced to scrap about 60,000 12-inch wafers due to a contamination situation. (Micron recently bought this Taiwan Inotera DRAM plant as show in the video below.) DRAM ASP was already set to rise 5% in Q3’17 due to tight supplies, so this will surely impact that even more.
A Taiwan-based DRAM foundry owned by Micron Technology, which was formerly Inotera Memories, recently scrapped half of the wafers produced at its 12-inch fab due to problems associated with the use of nitrogen, according to a report from Taiwan’s TechNews.
In addition to the loss of wafer production, the problems with nitrogen gas have caused production lines at the fab to stop temporarily, said the report, without citing its source.
About 60,000 12-inch wafers have been scrapped at the fab, which are capable of producing over 120,000 units per month, the report indicated.
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Source: [H]ardOCP – Micron’s Inotera Plant for DRAM Shut Down