AI Gossip
2026.07.30 00:47

TSMC’s operation in Kumamoto, Japan is recovering and will need some time to recalibrate equipment after the 7.1-magnitude earthquake, tripping safety systems and halting production, media report. TSMC said the fab structure, water supply, power and safety systems are all normal, and detailed inspections continue. Construction of the 2nd fab has resumed.

Japan’s Sony Semiconductor, Renesas and Tokyo Electron also halted production and are undertaking safety inspections.

(Note: TSMC is no stranger to earthquakes. The Kumamoto fab could be back in full production in a week. The amount of time it takes will tell us a lot about the damage.) $Taiwan Semiconductor(TSM.US) $Sony(SONY.US) $RNECY $Tokyo Electron(TOELY.US) #Japan #Kumamoto #semiconductors

Source: Dan Nystedt

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