Taiwan: semiconductor cyclone 'Chmpi' caused 1,000 tons of lost wafer output
A semiconductor-related incident reportedly caused a major wafer output loss in Taiwan.
Source →The trace
How it reaches your house.
Starting from GlobalWafers Co., Ltd., we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Taiwan Semiconductor Manufacturing Company (TSMC) →Shortage riskAdvanced Logic Wafer (TSMC N3/N4)
The wafer-output loss directly reduces availability of TSMC's advanced logic wafers, and the edge says TSMC has 90% share with sole-qualified-supplier status and long replacement lead time.
96% confidenceTaiwan Semiconductor Manufacturing Company (TSMC) →Shortage riskAstera says TSMC is its sole manufacturing partner with no qualified alternative, making TSMC output loss a near-direct supply shock.
96% confidenceTaiwan Semiconductor Manufacturing Company (TSMC) →Shortage riskButterfly states it uses a single supplier, TSMC, for all wafers used in its chips, so lost TSMC output directly creates a supply shortage.
96% confidenceTaiwan Semiconductor Manufacturing Company (TSMC) →Shortage riskNavitas Semiconductor Corp.NVTS
Navitas discloses TSMC as its sole supplier of GaN wafers, so lost wafer output at TSMC should constrain Navitas's key component supply.
95% confidenceTaiwan Semiconductor Manufacturing Company (TSMC) →Shortage riskAmbiq says it sources all of its wafers from TSMC, so a TSMC facility incident should reduce wafer availability for its products.
95% confidenceTaiwan Semiconductor Manufacturing Company (TSMC) →Shortage riskAdvanced Logic Chips (CPU/SoC ≤5nm)
Lost wafer output at TSMC constrains advanced-node chip supply, and the edge indicates very high concentration with 90% share and minimal substitutability.
94% confidenceTaiwan Semiconductor Manufacturing Company (TSMC) →Shortage riskAdvanced Micro Devices, Inc.AMD
AMD says it relies on TSMC for all wafers for microprocessor and GPU products at 7nm or smaller nodes, so a TSMC wafer-output shock should tighten its supply.
91% confidenceWIN Semiconductors Corp. →Prices easeGaAs/SiGe RF semiconductor chips
WIN's wafer output loss should reduce near-term demand for these chips, and the stated 15% share makes the resulting oversupply/price pressure meaningful.
67% confidenceWIN Semiconductors Corp. →Prices easeGaN-on-SiC RF Transistors for Military Radar and EW
A production outage at WIN likely lowers orders for this input, and the 20% share suggests a material price-down effect in that market.
62% confidenceGlobalWafers Co., Ltd. →Shortage riskGlobalWafers has a 14% share in 300mm silicon wafers, and the input is not easily replaced with a 36-month replacement lead time, so a Taiwan production disruption plausibly creates a meaningful short-term shortage.
59% confidenceTaiwan Speciality Chemicals Corp (TSCC) →DelaysDisilane (Si₂H₆) — Low-Temperature CVD
Taiwan’s typhoon shutdown and power cuts can disrupt TSCC’s ability to produce or ship disilane, and the input’s 12-month replacement lead time makes near-term delays meaningful despite only an 8% share.
58% confidenceHop 2
Advanced Logic Chips (CPU/SoC ≤5nm) →Shortage riskAdvanced logic chips are a critical input to computers and laptops, so the wafer-output loss should tighten downstream device supply.
96% confidence300mm Silicon Wafers →Shortage riskLost 300mm wafer output directly tightens the core upstream input for semiconductor fabrication, so chip supply should fall.
96% confidenceAdvanced Logic Wafer (TSMC N3/N4) →Shortage riskHop 3
Semiconductors and chips →Prices easeBecause wafer-loss constraints reduce semiconductor output, demand from this node for 300mm silicon wafers softens, putting downward pressure on wafer prices.
71% confidenceComputers and laptops →Prices easeAdvanced Logic Chips (CPU/SoC ≤5nm)
A wafer-driven drop in computer and laptop assembly reduces demand for advanced logic chips, pressuring their prices downward.
67% confidenceComputers and laptops →Prices ease
Where it lands
What you buy, and what you own.
Goods you buy
Computers and laptops · Semiconductors and chips · GPUs and AI accelerators · Memory and storage chips · Emergency communications equipment · Video game consoles & games · Specialty chips · Specialty gases for chip fabrication
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