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Tsugaru factory
Products manufactured: automotive and general-purpose MCUs
Minor damage confirmed to building, repairs made/being made
When ready, requires approx. one week to complete start up procedures and restart manufacturing
Tsuruoka factory
Products manufactured: SoCs for digital consumer electronics devices
Confirmed no damage to building or equipment
Naka factory
Products manufactured: SoCs for mobile phones, automotive MCUs, general-purpose MCUs
Damage confirmed to building and equipment, plan to restore part of electricity and then assess status of clean room interior after assessment of in-plant electrical substation systems completed
Kofu factory
Products manufactured: Analog and power products, power MOSFETs
Partial damage to building and pipes, misalignment occurred to part of equipment, repairs in progress
Takasaki factory
Products manufactured: Analog and power products, power MOSFETs
Minor damage confirmed to building and partial damage to pipes
Five of Renesas’ wafer processing facilities and three of its back-end facilities were damaged by the earthquake on Mar 11. Of these, as of midday on March 24 the Naka Factory is the only site not to either have resumed partial or full productions, or be in the process of startup procedures. Naka’s 200mm lines produce mainly automotive and other MCUs.
According to auto industry analyst, Noriaki Hirakata, automakers are moving beyond their normal affiliations to support the more than 500 damaged suppliers in the Tohoku region. Automakers’ values and ethics suggest they will likely spend time looking to restore operations at damaged existing suppliers, rather than finding new suppliers.
Resuming production at Naka is probably the most expedient in the end: The process of confirming conditions of Naka’s 200mm lines only began on Mar 24 and it is too soon to predict when production will restart.
Automakers are unlikely to contract parts production to new suppliers in unaffected regions. Contracts require a qualification period of at least three months (more than one year is likely for engine controlling MCUs). Automakers’ values and ethics suggest they will likely spend that time looking to restore operations at damaged existing suppliers.
Most expedient is to resume production at Naka factory,next best is to transfer output to other Renesas lines Work to confirm the condition of 200mm line cleanrooms at Naka only began on March 24, and it is still hard to predict when production will restart. If it had limited excess capacity at substitute factories, Renesas is likely to prioritize automotive MCUs, rather than commodity-type ICs.
Renesas Electronics: In a press release on Mar 28 the company said it expects to be able to meet 70% of orders for semiconductor products manufactured in Naka received from customers for delivery by end-May with completed product and product that is already in the assembly process. For the remaining 30% for delivery by end-May, subsequent deliveries, and orders received from here, the company will work as fast as possible to resume output in Naka while also taking alternative steps such as producing at other fabs. The company aims to resume production in Naka on a limited scale from Jul.
外電報導，日本消費晶片製造大廠─瑞薩半導體，因工廠在311強震和海嘯侵襲而受到影響，已考慮將部份零件委由外國業者生產，該公司發言人Inokuma昨（29）日指出，正在商議將汽車微控制器委由全球晶圓，部份手機半導體元件則委由台積電代工。
台積電董事長張忠謀日前已透露，日本311地震之後，確實有來自日本客戶的訂單增加現象，但因為台積電不是生產標準型記憶體的半導體公司，邏輯用的晶片需要設計、機台認證，日本IDM委外訂單不會立刻反映在短期的營收。
Automotive MCU
Low to mid-range autos generally contain about 50 MCUs, which include power train sections (engine controls, transmissions), chassis’ (power steering, ABS/ESP), vehicle bodies (door modules, power windows, wiper controls, air-conditioning, etc.), in-car multimedia (audio, navigation systems), security features (keyless entry, immobilisers), and safety features (airbags, passenger sensors).
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The Taiwan Economic News is reporting that a range of domestic hi-tech firms have received rush orders. Companies rushing for supplies include Fulltech Fiber Glass Corp(富喬), which has made a panic buy of fibre glass yarn, while Powercom (科風) has received orders for uninterruptible power supply (UPS) at "several times the normal level".
Companies are also turning to Taiwan to get their fill of IC assembly and lithium batteries for notebook PCs. The latter is because Sony and Toshiba have both closed plants that made these in Japan, which has benefitted Taiwanese suppliers, such as Simplo Technology(新普), which has has received orders for NB PC battery modules from Japanese clients.
Taiwan is also taking increased orders of aluminium electrolytic capacitors(鋁電解電容), due to the uncertainty concerning the damage on the facilities of Murat and other Japanese major suppliers.
2011.03.17
全球重要玻纖紗廠日東紡（Nittobo）這次強震重創，富喬這次獲得高階玻纖紗布急單，產品第一時間「搭飛機出國」，客戶端急於搶貨的心態，可見一斑。富喬表示，這次急單客戶從日東紡轉單到台灣，以此研判，日東紡短期無法復工，後續還會有不少急單進帳。業者分析，由於玻纖紗窯爐一旦降溫冷卻後，進行檢修時間相當長，且日本福島當日災情嚴重，無法評估日東紡會何時復工。另，雖然日東紡擁有成品庫存，也因為當地聯外交通全部中斷，無法順利運送，因此，造成日東紡現有客戶出現急迫的轉單需求現象。
Nittobo可能都無法運作出貨，該公司位於震央附近,通常玻纖紗窯爐經不起這樣的強震，福島當地也嚴重受海嘯侵襲；其次，福島縣到東京一帶目前受創嚴重，陸海空運輸目前幾乎全麵中斷，何時複原很難推測；由此也預測，2116、1080、106的紗與玻布會很快在亞洲嚴重短缺,尤其2116可能大缺。
能填補上述玻纖紗缺口的紗廠，獲利的只有南亞必成（台玻的紗向來不外賣，富喬的細紗容易有中空纖維無法做薄布）。因此獲利的布廠推測，台玻（紗自產）、宏和（向必成、上海宏聯（AGY）購買紗）、南亞玻布事業部。而獲利的CCL（薄板）廠推測主要為南亞。同時，推測PCB-HDI使用的薄板將會因此出現大缺口，產生供需失衡。
不斷電系統也在日本大限電後熱賣，但當地廠商無法滿足需求，頻頻找科風、碩天求援。科風表示，客戶表明「有多少要多少，將增加二倍以上供應量」；碩天客戶急單量，更是平日的五至十倍。
新普直言，日商擬將筆記型電腦電池模組訂單，轉移給台廠，新普正與客戶洽談轉單數量與後續合作模式。
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