The Nanke manufacturers affected by the Nantai Strong Earthquake have made new progress as of yesterday (the 9th). TSMC’s 6th and 14B plants have fully resumed operations, while the 14A plant is expected to take two to three more days before returning to normal. UMC has already entered a stable production phase, and QunChuang's seven factories in Nanke have recovered over 80% of their capacity, with full resumption anticipated within a week.
In addition to structural damage in some buildings in Tainan, the earthquake also triggered equipment protection systems across several facilities, including those of TSMC, UMC, and panel manufacturers. As a result, many companies were forced to halt operations temporarily. In recent days, all involved parties have been working quickly to restore production and minimize disruptions.
Sun Youwen, Director of Corporate Communications at TSMC, stated that the recovery progress aligns with expectations. The 6th and 14B plants are now operating at full capacity, while the 14A facility, which was more severely impacted, is still working to resume normal operations. It is estimated that it will take about two to three more days for full recovery.
TSMC has been closely coordinating with its customers. Once full production is restored, the company plans to replenish supply during the quarter, and the impact on wafer shipments for the first quarter is expected to be less than 1%.
Due to the Lunar New Year holiday, Taiwan's stock market was closed, so the earthquake's effects were not reflected in local stock prices. However, TSMC's ADR fell by over 1% in the U.S. market on the 9th.
UMC reported that its Nanke plant has returned to normal operations. Since this is the off-season, the current utilization rate is around 70%, slightly below the average for its other sites.
Innolux mentioned that its seven factories in Nanke have recovered more than 80% of their operations, with full resumption expected within a week. To ensure timely delivery for urgent orders, some products have been moved to the Zhunan factory, ensuring no disruption in shipments.
Lin Weicheng, Director of Nanke Management, said that water and electricity supplies in the industrial park remain stable. The management team continues to maintain daily communication with affected manufacturers and is ready to provide full support if needed.
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