Decoding Semiconductor Supply Chain Risks After the Noto Earthquake In Japan
The Noto Earthquake in Japan has had limited impact on local life and is unlikely to significantly affect semiconductor production in the region. Therefore, the impact on the global semiconductor supply chain, whether in Japan, Taiwan, or globally, is considered minimal. However, within the context of the globalized semiconductor ecosystem, the potential risks posed by natural disasters, pandemics, or geopolitical factors to the supply chain highlight the limitations of relying solely on multinational corporate strategies for resilience and risk mitigation. This report analyzes the possible effects of the Noto Earthquake on the global semiconductor industry and explores how digital transformation can enhance resilience in the face of such risks, emphasizing the need for a serious consideration of this challenge in the future.
1. IMPACT OF JAPAN'S NOTO EARTHQUAKE ON THE SEMICONDUCTOR INDUSTRY
1.1 2024 Noto Earthquake and Its Consequences
1.2 Impact on Nearby Semiconductor Industry
2. GLOBAL SEMICONDUCTOR SUPPLY CHAIN VULNERABLE TO NATURAL DISASTERS AND PANDEMICS
2.1 Impact of the Tohoku Earthquake on the East Asian Supply Chain
2.2 COVID-19's Impact on the Global Semiconductor Supply Chain
3. LIMITED REGIONAL DEPLOYMENT ENHANCES SUPPLY CHAIN RESILIENCE AND REDUCE RISKS
3.1 Adopting Star Topology for Deployment Balancing Cost and Risk
3.2 Difficulty in Reducing Semiconductor Industry's Reliance on Global Supply Chain
3.3 Embracing Digital Transformation to Enhance Risk Bearing Capacity
3.4 Transformation of SMEs Needed to Withstand Global Supply Chain Pressures
4. MIC PERSPECTIVE
4.1 Semiconductors' Crucial Role Heightens the Significance of the Global Supply Chain
4.2 Diversity and Complexity of Semiconductors Requires Higher Costs to Reduce Supply Risks
Appendix
List of Companies
1.1 2024 Noto Earthquake and Its Consequences
1.2 Impact on Nearby Semiconductor Industry
2. GLOBAL SEMICONDUCTOR SUPPLY CHAIN VULNERABLE TO NATURAL DISASTERS AND PANDEMICS
2.1 Impact of the Tohoku Earthquake on the East Asian Supply Chain
2.2 COVID-19's Impact on the Global Semiconductor Supply Chain
3. LIMITED REGIONAL DEPLOYMENT ENHANCES SUPPLY CHAIN RESILIENCE AND REDUCE RISKS
3.1 Adopting Star Topology for Deployment Balancing Cost and Risk
3.2 Difficulty in Reducing Semiconductor Industry's Reliance on Global Supply Chain
3.3 Embracing Digital Transformation to Enhance Risk Bearing Capacity
3.4 Transformation of SMEs Needed to Withstand Global Supply Chain Pressures
4. MIC PERSPECTIVE
4.1 Semiconductors' Crucial Role Heightens the Significance of the Global Supply Chain
4.2 Diversity and Complexity of Semiconductors Requires Higher Costs to Reduce Supply Risks
Appendix
List of Companies
LIST OF TABLES
Table 1: Major Taiwanese Semiconductor Companies’ Wafer Fabs and Wafer Material Plants in Japan and Their Revenue Status in 2022
Table 1: Major Taiwanese Semiconductor Companies’ Wafer Fabs and Wafer Material Plants in Japan and Their Revenue Status in 2022
