Daily view: what now for the economy of Japan?

Commentators discuss how coping of the Japanese earthquake.

Eamonn Fingleton predicts the new Republic will hurt the global economy, the earthquake. He gives the example of a small fire in the factory that previously "in niihama sent shocks through the world that the factory produced essential to making the most of the semiconductors resin:

"The destruction of the last week was very great deterioration of tsunamis in Japan, whereas a destroyed. In addition, the industry has changed dramatically during the last two decades. Technological progress and globalization both tended to encourage the production of specialized more and more. In a world where national markets are more difficult, for the latest net production processes, as well as the shareholders the most patient and bankers (such as Japanese), to win-while others fall on the side, it is not possible to finance the transition to the next stage of the technology. This concentration is dangerous: for this reason, it may return the case to a fire in the factory, niihama Japanese single brought an entire industry to its knees, hundredfold. "

Anatole Kaletsky says times combining tsunami, oil prices, European debt with conflicting ES can prove fatal:

"What makes all these risks particularly frightening is that at present the world economy is still in a State of recovery after the crisis of 2008-2009 and may be too weak to meet any of these shocks, all four together.
"The world is facing today, such as ?????"???? of ????"?? Hamlet, international leaders have no choice. They can do nothing and accept that the world economy to fatalistically hell. Or they take arms against a sea of troubles and by opposing end them ".

Editorial of the Telegraph claims ??????? global worldwide is irrational:

"While there are certain fears because of the supply chain of the dominant role in native Japan manufacturing car components computer, it is also the investment required to rebuild the regions ' will offer the required fiscal stimulus sorely. After the great earthquake that left Earth in 1995, Cuba's economy rebounded strongly. Here, at least, is the height of the potential money to this glittering cloud. "

Economist offers global investors may return to Japan in the long term:

"Some of the reaction in the market that is reflective of the uncertainty involved. As long as it is not clear what would be the total cost of the disaster, markets price in the possibility of the occurrence. If the worst does not occur, they snap back. And it is part of the response to the market situation is probably the panic created by a sharp fall in prices. It is possible to restore it. "

Financial times, Martin Wolf is convinced that Japan can recover from the earthquake:

"It is in adversity country shows its mettle. The Japanese would probably do just that, at the earliest opportunity. It is the leaders make the mettle of the people. If they can do this, from the disaster still possible of rebirth. "

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For semiconductor reopens 2 facilities in Japan

He said late Thursday in semiconductor that two previously closed wafer-fabrication plants was again after the restoration of power and other services in Japan.

On, based in Phoenix, is one of a handful of local companies hit hardest by the disaster in Japan after a 11 March earthquake and tsunamis.

The company said production was started by ramping up to full recovery to a fab holds the Aizu, and Sanyo Semiconductor one manages to Gunma. For purchased Sanyo Jan. 1, and operates as an independent section.

The two companies have about 6,000 employees in Japan. There were no physical injuries from the earthquake.

Together, ON and Sanyo operate four wafer fabs and two test and Assembly facilities in Japan.

"All the company's wafer fabs and back-end facilities are open and functioning," the company said on its website.

This week, said revenues could drop by as much as 4 percent during the first quarter due to disruption of electricity and other services in Japan.

Last year, produced and transported more than 38 million units. Less than 1 percent of the devices were produced in an establishment of Aizu.

Many other establishments in Japan with ties to Metro Phoenix remained closed Friday.

The semiconductor segment, which has a large presence in Chandler and Tempe, said Thursday that the plant in Sendai, the nearest to the epicentre of the earthquake fab, remained closed.

"Since the initial earthquake, the loss of energy, gas, water and wastewater and other disorders associated with earthquake continue to complicate our estimate of the damage," Rich Beyer, Department Chairman and CEO, wrote in a letter to its customers. "These challenges are exacerbated by more than 600 aftershocks, many posting to a magnitude of 6.0 or greater."

Beyer said the company the gradual progress in the evaluation of the impact of losses.

2010 Department announced that it planned to close the factory in Sendai during the fourth quarter of 2011. Pending that, Beyer said the company had build large stocks and provided for use for short-term supply gaps.

This has also relocation in factories in Chandler and Texas.

"At this moment, we see potential vulnerabilities from major world suppliers supply the final manufacturing materials, including mold, substrates and the lead," Beyer wrote.

The company also said it had set up a foundation in support of relief for workers and their families in Japan.

According to based on the website of Chandler Amkor Technology Inc., a semiconductor packaging, installing in Kitakami remained closed.

2010 Japan accounted for 13.9 percent of total revenue world-electronic equipment factory, according to a preliminary assessment of the IHS iSuppli. This includes manufacturing all electronic equipment, including computers, consumer-electronics and communications gear. Japan produced 216.6 billion dollars worth of electronic equipment in 2010, compared to 1.6 trillion dollars worldwide.

Reach the journalist john.yantis@arizonarepublic.com. or at 602-444-group.

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Sharp increase in prices of memory chips in Japan quake aftermath

ComputerWorld-prices of DRAM and NAND flash memory chips shot up Monday after earthquake and tsunamis in Japan as the markets appear concerned fabrication plant shutdowns, interruptions and shortages of supply chain.

DRAM spot prices surged by as much as 7.56% and the 20 and 48% for NAND flash memory chip, according to DRAMExchange.

Japan accounts for 35,7% of world production of NAND flash and DRAM 13,6%, according to DRAMExchange's parent company, TrendForce.

The locations of major electronics manufacturing plants in Japan compared with the epicenter of the quake 8,9 magnitude of last week. (Image by DRAMExchange)

According to a survey of supply chains by TrendForce chip fabrication facilities, have been affected by "serious" 8,9 magnitude quake and subsequent tsunami. As a result, Japan is facing major obstacles for an economic resurgence, the company said.

For example, semiconductor Shin-Etsu and SUMCO have terminated production in silicon wafer fabrication facilities because of equipment damage and power outages. Shin-Etsu Semiconductor is a supplier to large silicon wafer manufacturers Toshiba and Elpida Memory.

Toshiba NAND flash production has experienced only one minor hit, "according to DRAMExchange, but because of the impact on traffic and supplies of raw materials, Toshiba continues to be the evaluation of effects.

"Due to the proximity of the epicenter, the manufacture Iwate Prefecture will be seriously affected. production plants in Kawaguchiko area is memory with minor damage, "said the DRAMExchange.

TrendForce reported continuing problems at nuclear plants, including the shutdown of the main unit 1, Fukushima, Japan. "The inhabitants near Fukushima 1 power station was eliminated. Have an additional unit, unit # 1 and # 3 of the plant have been delivered with boric acid, so that these two units is now completely obsolete, "it said.

"The supply of Northeastern Japan has become a huge issue," said TrendForce. "As a result, the provision for silicon wafer will be significantly reduced, which will cause the global semiconductor players outside of Japan to compete for material."

On Friday, semiconductor market research firm iSuppli expressed similar concerns that silicon wafer production will suffer after the earthquake and tsunamis.

NAND flash memory makers Samsung and Hynix have ceased to provide price information for the spot. Samsung is the largest supplier of NAND flash chips in the world. Spot prices for NAND flash and DRAM in China have started also increase because the offer is likely to be affected, said TrendForce.

Toshiba, SanDisk manufacturing facilities and two large, Fab 4 and Fab 3, 800 miles from the epicenter of the earthquake and production in these sites is described as "thin". According to an official declaration of SanDisk, paused and production staff was hurt in the quake, said TrendForce.

Lucas mearian covered storage, disaster recovery and business continuity, financial services and healthcare IT infrastructure for Computerworld. Follow Lucas in on Twitter @ lucasmearian or subscribe to Lucas RSS feed. E-mail address is lmearian@computerworld.com.

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