In the immediate aftermath of the disastrous earthquake and tsunami which hit Japan last Friday, assumptions on the impact for the global manufacturing value chain were mostly guesswork. But that is changing now.
Spot prices of certain semiconductors have started soaring on fears of shortagescaused by supply disruptions of certain components from Japan. Prices of NAND flash chips – used in smartphones, cameras and a range of other electronics – were up 20 per cent on Monday, according to iSuppli, the electronics research firm.
“While there are few reports of actual damage at electronics production facilities, impacts on the transportation and power infrastructure will result in disruptions of supply, resulting in the short supply and rising prices,” it said.
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