
November 4, 2011 -- Numerous global semiconductor suppliers maintain assembly and test operations in Thailand. Many of these facilities have been affected by the disaster. IHS iSuppli pulled together a list of those affected, and those that have thus-far escaped damage.
Semiconductor suppliers whose test and assembly operations have been affected include ON Semiconductor, ROHM Semiconductor, Lapis Semiconductor, Hana Semiconductor, Stars Microelectronics, Vigilant Technology, STATS ChipPac and Toshiba.
ON Semiconductor: ON Semiconductor Corporation (Nasdaq:ONNN) believes that its SANYO Semiconductor division's Thai operations in the Rojana Industrial Park in Ayutthaya, Thailand have been severely damaged by the flood. Another facility in Bang Pa In, previously unaffected, is now flooded. Read details on ONNN's closings here.
ROHM: Sole facility in Thailand has been closed since Oct. 19. The facility conducts assembly and test for integrated circuits, discrete transistors, diodes, resistors and tantalum capacitors. ROHM is attempting to shift production to other locations.
Lapis: Rojana Industrial Park operation is closed. Lapis is looking to supply product from alternative locations.
Hana Semiconductor, a subcontractor for Microchip, Texas Instruments (TI) and others: Thai facility is currently flooded, and no assessment is possible. TI and Microchip are relocating as much production as possible to other qualified locations.
Stars Microelectronics: Ayutthaya facility has been flooded. A subcontractor for Microchip, Stars is relocating operations to other sites and anticipates that the impact on production of Microchip’s wireless modules will be minimal.
Vigilant Technology: Thai facility closed, but not flooded. Vigilant is a supplier of mature low pin-count and power semiconductor packages.
STATS ChipPac: Operations suspended at Thailand location, which accounts for less than 10 percent of STATS revenue. The company is relocating assembly and test operations to other facilities and expects minimal impact on its customers.
Toshiba Semiconductor: LED and discretes assembly operations in Thailand have been stopped since Oct. 12 at Bangkadi Industrial Park.
Other companies operating test and assembly facilities in the nation have not yet suffered any direct impact from the disaster, including Microchip, Maxim Integrated Products, NXP, Spansion and UTAC. However, some of these companies have encountered indirect impacts due to disaster-related disruptions among their suppliers.
Outside of the semiconductor makers, at least one supplier of a key component used for semiconductor assembly has been impacted: leadframe maker Sumitomo Thailand. Sumitomo Thailand has stopped supplying leadframes from its Thailand facility to TI. However, Sumitomo has other operations and is shifting demand to other locations. The impact on Texas Instruments is currently expected to be minimal, and TI already has indicated that there will be no shortages in the fourth quarter.
This is an IHS iSuppli News Flash from information and analysis provider IHS (NYSE: IHS) covering analyst Len Jelinek’s insights into the impact of the Thailand floods on semiconductor test and assembly operations in the country. Learn more at www.isuppli.com.
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