Japan's largest semiconductor manufacturer confirms a full shutdown message on April 16. Toshiba is the founder of flash memory technology. It is also a global memory chip leader. However, Toshiba has previously injected a storage business independently into the armor. The current NAND product has not been affected. But the market still shows concerns about the capacity of NAND. Under the influence of the epidemic, the cloud service needs are more accelerated, and there is a connection to the NAND storage. Furthermore, as countries and regions began implementing remote office, distance education, rising sharply, has emerged for laptop demand, which has been out of stock, and then enhances NAND storage needs. As of 16:00 pm on April 17, Japan has reached more than 9,000 degrees, and recent Japanese epidemic growth is relatively fast, the total number of diagnosis has jumped from 30 to 30 times before the two or three weeks. At present, it can only be said that "no" has been affected, but if the epidemic can not be controlled in time, the production of zero is inevitable. At present, Toshiba occupies more than one-fifth of the world throughout the NAND market, once the production capacity is affected, the entire market pattern, product price will be given. The Heart of the Machine April 17, Japan's Toshiba Company has recently announced that it has been influenced by the new crown virus epidemic, and Toshiba has announced that from April 20th to May 6th, Toshiba's domestic and strongholds will temporarily shut down in Japan. A holiday is performed on approximately 76,000 employees and reduce employees attendance. A large-scale downtime, one reason is that there are employee infections in Toshiba. According to Toshiba official website information, 5 people have been diagnosed in a factory in the suburbs of Tokyo. In addition, the shutdown measures are also reducing 8% of the Japanese government. the response to. According to the Japanese epidemic map, Tokyo is a hitting area of Japanese new crown epidemic, as of April 15, the cumulative diagnosis case has reached 2446 cases, and the new year has reached 127 cases. At present, the main factories are intensively intensive and the module group in the second quarter. Previously, according to unacceptable channels, the main suppliers including Samsung had notified the season DRAM, NAND FLASH contract price, and the increase of double digits! Does Toshiba are defensive adjustments to the largest semiconductor company in Japan? After the Toshiba is closed, the army can avoid "the disaster of the pool"? Toshiba is currently the largest semiconductor manufacturer in Japan. In 1984, Toshiba has developed a new type of semiconductor memory and named flash (NOR), 1987, Toshiba has developed NAND flash memory (NAND). Source: The official website screenshot Toshiba flash chip has since, NAND is applied to various memory cards and total electronic products. The NAND market has developed rapidly, and NAND flash has also become an international standard storage device. Since then, Toshiba raises architecture and successfully develops 16th floors of 3D NAND experiments in 2012, and 3D NAN has been seen as the latest technology process. According to the Strategy Analytics report, the 2019 smartphone NAND flash memory decreased by 29%, Samsung continued to dominate the NAND flash market with 42% of income share, Zeng Xia (Kioxia) and SK Hercules accounted for 22% and 16% Revenue share. The armor is renamed by Toshiba Memory. In 2017, Toshiba sold its storage business in 2 trillion yen (approximately RMB 115 billion) due to financial issues. "Japanese and Korean Union", although Toshiba still accounts for more than 40% of the equity, it is its largest shareholder, but its storage business has been completely independent, and it is officially renamed to the armor from October 1, 2019. This also means that Toshiba NAND businesses have not been influenced by the downtime. The NAND control chip big factory group also states that although Toshiba is still working hard, the armor is still working properly, and the NAND chip of the armor will normal. Supply to the group. It is understood that Toshiba is the shareholders of the Group, and the group is mainly purchasing NAND FLASH to Toshiba, and both parties have cooperative relations. However, due to the large scale of the downtime, the concerns of the outside world are still fermented, communications experts, and the lack of business, will definitely have a certain degree of negative impact on the industry, especially the industrial chain, more concentrated enterprises, If the goods are not supplied, the downstream will have an impact. The follow-up impact of the epidemic is still difficult to assess. According to the Fin Federation, a senior practitioner from Shenzhen said that now, it can only be said that "it has not been" affected, but if the epidemic is not possible to get control, armor The possibility of production is also present. Given that the armor has a large market share in the entire NAND market, once the production capacity is affected, the entire market pattern, product price will be given feedback. On April 16, the price of NAND spot did not have fluctuations, and it is still in the trend of sustained weeks on a day. The second epidemic enhances storage needs, and the cessation can accelerate the price increase? For this company in Toshiba, the external force causes the downtime, which will bring turmoil to the memory is not the first time. Tomaska has happened many times due to fire, earthquake, flood and other factories. Bringing the entire memory market. Not small impact. June 15, 2019, the whole factory area in the arm2, FAB3, FAB4, FAB5, FAB6 is impacted, making the entire NAND FLASH supply chain supply have affected, and the time is up to one White season. It is reported that FAB2, FAB3, FAB4, FAB5, and FAB6 are all plants that have been produced by NAND Flash. On January 7, 2020, the army is located in the FAB 6 factory in the four-day city of Sanzhi County, Japan. Although the fire is soon being extinguished, because the fire happens in the dust-capable chamber of the factory, it is possible to cause the plant that cannot work properly in the short term. The market impulse is greater than the previous Samsung quick hopping event, exacerbating the first quarter contract price rising trend. In addition to the "human disaster", this year, the biggest uncertainty factor is "natural disasters" epidemic, it is from the fourth quarter of 2019, NAND Flash sales have raised the trend, according to the research center of the Citon Consultation Semiconductor Research Center, the fourth in 2019 Quarterly, Nand Flash sales quarter quarterly increased nearly 10%, and the market gradually supplied. Under the influence of the epidemic, the cloud service needs are more accelerated, and there is a connection to the NAND storage. Furthermore, as countries and regions began implementing remote office, distance education, rising sharply, has emerged for laptop demand, which has been out of stock, and then enhances NAND storage needs. According to Gartner research data, in the case of continuous fermentation of the epidemic, the storage market income will account for 30% of the global semiconductor market, and the scale will reach 124.7 billion US dollars, an increase of 13.9%. In addition to the epidemic, the data center customer actively spare demand, the mobile device is also listed by the new machine in the first half of the year of the first half of the year, and the spare demand emerged from the fourth quarter. Therefore, the Pradonautical Consultation Semiconductor Research Center predicts that in general, the first quarter of 2020 will appear in a low season, the price will continue to rise. Under this node, since the semiconductor memory is a highly monopoly market, the three mainstream products DRAM, NAND FLASH, NOR FLASH is especially the case, once the armor is suspended, the upstream supply is shortage, the monopoly market, In addition to product price increases, there is no other law, and the oligarchy pattern makes downstream customers with no bargaining price. The three stops have potential turmoil, which is subject to the status quo of human being in addition to Toshiba, affected by the epidemic, and many semiconductor companies such as Nichicon, TDK, Panasonic, such as Nichicon, TDK, Panasonic, and other factories. Xie Yaxuan, an analyst of China Merchants Securities, said that once the Japanese epidemic is serious, Japan is bound to take severe measures to fight the epidemic, and the characteristics of "processing trade" have enabled my country will be affected by the supply of upstream countries, and Japan is in basic metals, computers, electronics and optical manufacturing. The potential impact of electrical manufacturing is greater. In the NAND, there is no manufacturer who can compete with overseas major factors in the NAND. In September 2019, it is not easy to catch up within two or three, and the market supply is over. End. However, the Breakthrough in the 3D NAND field is likely to find some opportunities for local memory manufacturers. On April 13, the Yangtze River Storage officially released two 128-layer 3D NAND flash memory. Among them, the model x2-6070 products are the first 128-layer QLC in the industry (4bit data can be stored for each storage unit), providing 1.33TB single storage capacity, with the highest storage density in the product of the currently known model, maximum I / O Transmission speed and the highest single NAND flash chip capacity; another model of 128-layer TLC (3bit data can be stored), and has 512GB storage capacity, storage array area is more than 90% ( Storage array area / chip total area), I / O transmission speed implementation 1.6Gb / s high performance. As the Yangtze Storage Market and Sales Advanced Vice President Gong Wei pointed out in an interview with reporters, the product release shows that the Yangtze River storage has been basically chasing the international advanced level in the 3D NAND flash area, and there is even more leading in some areas. As a long-river storage of the later persons, in 2018, it has been mass production of 32-layer 3D NAND flash chip. However, in 2018, the 64-storey, 72-layer 3D NAND flash memory is already a main product, which has long been fully paved, and the gap in the backward generation has made the Yangtze River storage did not cause industry attention. At the beginning of September 2019, the Yangtze River Storage announced that the start mass-based XTACKING architecture 64-storey 256GB TLC 3D NAND flash memory, which is also the mass production of China's first 64-layer 3D NADA flash chip. In addition to the Yangtze River storage, the domestic enterprises are now struggling to catch up. Hefei Changxin, who is in the Yangtze River, and Fujian Jinhua, who is dedicated to the basic memory, to form a three-drive carriage in my country's memory market. Fujian Jinhua focuses on the development of niberty DRAM, mainly attacking the consumer electronics market, is expected to grow their own capacity with a huge domestic demand market. Unlike Fujian Jinhua, Hefei Chang Xin straight DRAM, mobile phone DRAM, action memory is the highest product in memory categories, and its power-saving technology is extremely high, difficult development is quite high. Although the three major storage chip manufacturers are chasing the international advanced level, it is undeniable that the memory chip manufacturers are still in the oligarchy competition. The domestic storage chip has only 10% around Nor Flash. According to Cinno Research industry research, Zhaoyi innovation NOR FLASH global market share achieved breakthrough in the second quarter of 2019, rising to the world, and ranking third in the third quarter. However, domestic DRAMs in key areas, the NAND market share is currently 0. In the NAND Flash market, Samsung, Toshiba, Magnesium, SK Harissi, Western Data, Intel's six companies have long monopolized more than 99% of the world. Domestic storage chip vendors must be in the head, I am afraid that only the hard work technique can capture the historical gap. As the semiconductor expert Mo Gakang said that the memory chip has highly standardized characteristics, and the variety is single, it is difficult to achieve the differentiation of the product. This requires various manufacturers to compete in craftsmanship in process technology and production. chip