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The Circle Widens as Japan’s Disaster Impacts NAND and DRAM

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The Circle Widens as Japan’s Disaster Impacts NAND and DRAM

As promised, we’re keeping up on the impact of Japan’s earthquake and tsunami on the electronic component landscape.

According to Peter Clarke from www.eetimes.com, “The spot price for NAND flash memories jumped by up to 20 percent on Monday (March 14) on fears that supplies could be limited in the aftermath of the earthquake that struck northern Japan on Friday (March 11).”   [Click here to read the article in its entirety].

As said in the Reuters article “Chip Prices Jump as Japan Quake Threatens Supply”

If the supply chain is broken for even a few weeks, the impact could be felt in higher prices or shortages of gadgets such as Apple Inc's iPad and other tablets, smartphones and computers for months to come… NAND flash memory chips used in the fast-growing mobile devices market, dynamic random access memory (DRAM), microcontrollers, standard logic, liquid-crystal display (LCD) panels, and LCD parts and materials could all be hit, it said.

Spot prices of NAND flash chips extended gains on Tuesday, rising nearly 3% after a 20% jump on Monday, while DRAM memory chip prices gained 0.2% on top of a 7% rise on Monday, according to price tracker DRAMeXchange.”

So NAND flash memory and DRAM memory chips are on their way to a shortage situation.  We’ll see what’s next.