Japan earthquake disrupts power, rail services; Sony, TSM facilities in affected region
The earthquake disrupts power and rail services in the affected region and may impede electronics manufacturing at Sony and TSM facilities.
Source →The trace
How it reaches your house.
Starting from Fuji Electric (Semiconductor), 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
Sony Semiconductor Solutions →Shortage riskCMOS Image Sensor (Camera Module)
Earthquake-related power and rail disruption at Sony Semiconductor Solutions can curb production of its CMOS image sensor/camera-module output; the 50% market share and 18-month replacement lead make the shortage material.
83% confidenceFuji Electric (Semiconductor) →Shortage riskIntelligent Power Modules (IPM) / IGBT
Fuji Electric's earthquake-hit facilities would reduce supply of these modules, and the stated 7% market share plus low substitutability suggests a meaningful shortfall.
76% confidenceFuji Electric (Semiconductor) →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Smartphones and tablets · Home appliances · HVAC systems and equipment · GPUs and AI accelerators · Video game consoles & games
In the MyPRIA app, this is checked against your own holdings.