What is the impact of the shutdown of MLCC leader Murata?
The earthquake in Japan at the beginning of the year affected many major semiconductor manufacturers. Fortunately, most of them have returned to normal. However, three factories of MLCC factory Murata have not resumed production yet. On January 11, a notification letter lacking official signature was issued again. Spread in the circle of friends: It is rumored that a Murata factory needs to be rebuilt, related products are not available, and customers need to find substitutes. triggering market jitters.
On January 17, Taiwanese media reported that the Muratasana Hydro Inductor Factory was severely affected by the Ishikawa earthquake. It has issued a message to customers stating that it will be offline until mid-May and cannot resume production. It is recommended that customers switch to purchasing alternative inductor materials from competitors. At the same time, the original text of a notice rumored to be from Murata’s original factory began to circulate. The notice stated that as of January 15, 2024, it is expected that production at Anamizu Murata Manufacturing Co., Ltd. will not be resumed before mid-May 2024 at the earliest. It is recommended that the corresponding products Replace with substitute material.
