According to Digitimes analyst Derek Huang, due to ongoing aftershocks, the full recovery timetable for TSMC's production capacity in Japan remains uncertain. He stated that even if TSMC's direct financial losses are minimal, the prolonged recertification of specialized process equipment could cause greater disruption to the supply chain. In a statement, TSMC said that after Tuesday's strong earthquake, all personnel had been evacuated and subsequent structural inspections confirmed the safety
According to Digitimes analyst Derek Huang, due to ongoing aftershocks, the full recovery timetable for TSMC's production capacity in Japan remains uncertain. He stated that even if TSMC's direct financial losses are minimal, the prolonged recertification of specialized process equipment could cause greater disruption to the supply chain. In a statement, TSMC said that after Tuesday's strong earthquake, all personnel had been evacuated and subsequent structural inspections confirmed the safety
智通财经2026/07/30 21:16Show original
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Digitimes analyst Derek Huang stated in a report that, due to continuous aftershocks, the timetable for TSMC's Japanese factory to fully restore its production capacity remains uncertain. He noted that even though TSMC's direct financial loss is minimal, the extended re-certification time for specialized process equipment could still cause greater disruption to the supply chain. In a statement, TSMC said that after Tuesday's strong earthquake, all personnel had been evacuated, and post-quake structural inspections confirmed the safety of the building's structure. The company added that, however, due to the relatively high intensity of the earthquake, inspection and calibration of relevant equipment will require some time.
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