Decoding Semiconductor Supply Chain Risks After the Noto Earthquake In Japan

The Noto Earthquake in Japan has had limited impact on local life and is unlikely to significantly affect semiconductor production in the region. Therefore, the impact on the global semiconductor supply chain, whether in Japan, Taiwan, or globally, is considered minimal. However, within the context of the globalized semiconductor ecosystem, the potential risks posed by natural disasters, pandemics, or geopolitical factors to the supply chain highlight the limitations of relying solely on multinational corporate strategies for resilience and risk mitigation. This report analyzes the possible effects of the Noto Earthquake on the global semiconductor industry and explores how digital transformation can enhance resilience in the face of such risks, emphasizing the need for a serious consideration of this challenge in the future.

ASE
Freescale
Fujitsu
GlobalWafers
Intel
Kaga Toshiba Electronics
Murata
Nuvoton
Oki
Onsemi
Renesas
Rohm
Samsung
Shin-Etsu
SK Hynix
Sumco
Taiyo Yuden
TI
Tokyo Electron
Toshiba
Tower Semiconductor
TSMC
UMC
Table of Contents
1. Impact of Japans Noto Earthquake on the Semiconductor Industry
1.1 2024 Noto Earthquake and Its Consequences
1.2 Impact on Nearby Semiconductor Industry
2. Global Semiconductor Supply Chain Vulnerable to Natural Disasters and Pandemics
2.1 Impact of the Tohoku Earthquake on the East Asian Supply Chain
2.2 COVID-19s Impact on the Global Semiconductor Supply Chain
3. Limited Regional Deployment Enhances Supply Chain Resilience and Reduce Risks
3.1 Adopting Star Topology for Deployment Balancing Cost and Risk
3.2 Difficulty in Reducing Semiconductor Industrys Reliance on Global Supply Chain
3.3 Embracing Digital Transformation to Enhance Risk Bearing Capacity
3.4 Transformation of SMEs Needed to Withstand Global Supply Chain Pressures
4. MIC Perspective
4.1 Semiconductors Crucial Role Heightens the Significance of the Global Supply Chain
4.2 Diversity and Complexity of Semiconductors Requires Higher Costs to Reduce Supply Risks
Appendix
List of Companies

Analysis of Global Notebook Shortage from the Perspective of Semiconductor Supply

Taiwanese ODMs (Original Design Manufacturers) account for more than 80% of notebook computer shipments globally. Further, they have prototype product development and design capabilities. This enables Taiwan to develop a

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