Meiguang factory caught fire
2024-06-25 11:46:56
In the afternoon of June 20, a fire broke out in Meguiar's Memory Backyard Factory in Taiwan, China, China. The firefighters arrived and found that the high-pressure gas cylinder in the supply room was burned and leaked, and no one was injured. The fire was extinguished by an indoor fire hydrant operated by an automatic sprinkler. The burning area was 2 square meters. The cause of the fire was investigated by the firefighters.
It is understood that the area where the fire broke out is located in Section 4, Sanfeng Road, Houli District, Taichung City. It should be Meiguang Taichung Third Factory, not Taichung Fourth Factory that integrates advanced detection and packaging testing functions to mass produce HBM3E and other products. The actual impact may be limited, but the industry is still concerned about the subsequent impact.
The full text of Meguiar Light's statement late at night on the 20th, Taiwan, China, China is as follows:
In view of the fire alarm at Meguiar's Taichung factory on June 20, it was verified that all employees and contractors of Meguiar's Taiwan, China, China were safe, and the operation of the factory was not affected.
Meguiar is one of the three largest DRAM manufacturers in the world, accounting for about 19.2% of the market. Up to 65% of Meguiar's DRAM products are produced in Taiwan, China, China, and have also begun to mass produce the 1-beta process. The continuous research and development of 1-gamma technology introduced by the EUV process shows the importance to the storage industry.
Industry insiders in the storage industry are highly concerned about the impact of the fire incident and have stated that the cause of the fire is unknown. Recently, DRAM prices have been relatively stable, and other brands such as Samsung are still available in the market. The impact remains to be observed.
Micron has obtained NVIDIA certification and can produce HBM3E for AI chip "H200". At present, the largest HBM production base is located in Taichung City, Taiwan, China, China, where production is also expanding. In addition to Taiwan, China, Micron also plans to build a test production line for HBM in the United States.
Micron stated that its goal is to more than triple the market share of HBM (a key component of AI chips) to around 20% by 2025.
