On December 3, a power outage occurred at the large storage company Micron's fab in Taoyuan, Taiwan. The power outage lasted about one hour. It is understood that the blackout was not caused by external forces (earthquake, fire), and the company is still actively understanding the main cause of the blackout.

According to TrendForce, in response to the power outage, Micron’s latest response stated that a power outage occurred in the Taoyuan plant on December 3 and the plant immediately activated its safety protection mechanism. At present, the equipment has been operating normally after the power is restored, and Micron expects that the plant will resume production within a few days.

It is reported that the current monthly production capacity of the plant is 125K, accounting for 8.8% of the total global DRAM monthly production capacity of 1,418K. The main products are DDR4 (PC and server DRAM) and LPDDR4.

From the perspective of production capacity, the wafer fabs affected by the power outage accounted for more than 30% of Micron’s output, and the fab is Micron’s server DRAM production center.

TrendForce believes that the impact of the power outage should not be underestimated as the current DRAM market conditions have become increasingly tight.

Micron is the world’s third largest DRAM manufacturer. According to the latest data from TrendForce’s Semiconductor Research Office, in the third quarter of 2020, the revenue performance of most OEMs declined slightly from the previous quarter. Only Micron bucked the market and rose, pushing up global DRAM makers. Private-label memory revenue was US$17.46 billion, a quarterly increase of 2%.