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SK Hynix 无锡厂大火恐成 DRAM 史上最大的罗生门

SK Hynix 海力士的无锡半导体厂火灾经过了五天,在半导体科技业界仍旧是个十分热门的话题,从科技公司的高层、行销、业务、采购等等,多是摸黑中在做决策,所得到讯息也都是莫衷一是。跟 SK Hynix 工厂的那个黑烟一样,大家也都处在一片黑烟之中,到目前为止几乎没有人可以得到正确且肯定的讯息。

尽管有些公司高层,或是研究机构有比较深入的管道得知更多的讯息,但是由于 SK Hynix 公司不断的否认工厂严重受损,与各方所得知的讯息相冲突,所以没人敢很武断的下结论。

而 SK Hynix原本的客户,像是HP、Dell、Lenona、DRAM 模组厂等等,高层、采购则是韩国、大陆、台湾奔波飞行。真可以用人仰马翻、鸡飞狗跳来形容。然则真实情况究竟如何呢?

 

在9/4日下午火灾后不久,透过网络的传达,整个 DRAM 上下游就都已经快速得知火灾的讯息,从一开始说法之一的封装厂大火,到透过直接管道得知,明确的出事地点在于 CVD 机台起火,厂房内延烧,答案似乎就快呼之欲出之际,但是就在当天深夜,Hynix 透过发布新闻稿,直接给了各方一个闷棍。

让知道内幕的人觉得很奇怪,为何 SK Hynix说的如此轻微,其相关的新闻公布的时间点如下:

“Currently, there is no material damage to the fab equipment in the clean room, thus we expect to resume operations in a short time period so that overall production and supply volume would not be materially affected”

“目前并没有对洁净室里面的设备产生重大的损坏,因此可望在短期内恢复生产。产出也不会有大幅度的影响。”

“While there are some pictures of the fab surrounded by large dark smoke being circulated, please be informed that the damage is not as severe as it seems,” Park said.

“尽管有些网络流传的的相片中,我们的无锡工厂笼罩在黑烟中,但是请你们了解,损害并不如外表所看的那样子。”

“The smoke was created because the fire was concentrated in the air purification facilities that are linked to the rooftop of the fab.”

“那些浓烟是因为火势集中在屋顶的清净通风管道中。”

 

Please be informed that the line which was not affected by the fire in our fab in Wuxi, China has resumed operations from Saturday, September 7, 2013 after completing all safety inspections. We are continuing our inspection of utilities and equipments to restore the line that was partly damaged by the fire under the cooperation of the Chinese government.

Further, we have dispatched many experts from our headquarters and established a 24 hour restoration system with partner companies. Our plan is to resume normal operations with full production capacity in the shortest time by ramping up operations in stages as soon as the damaged facilities are replaced. We will continue to make every effort to minimize the impact on supply with our inventories of finished products and completely processed wafers as well as production support from our headquarters. Once again, we will make our most concerted efforts and concentrate our capabilities to restore the production line and minimize the impact caused by the incident.

在 9 月8 日发出的正式新闻稿中,Hynix 是这麽说的:

“完成所有的安全检查之后,在我们的无锡工厂中,未被影响到的生产线已经在星期六 9/7 开始复原的工作。”

“在与中国政府的合作下,我们正在检查所有的设施、生产设备,以便复原在火灾中局部损伤的生产线。”

“同时,也从韩国总部调派了专业团队,配合伙伴公司 24 小时不间歇进行复原的相关工作。我们的计划是分阶段,伴随着受损设施的替换,将工厂恢复到原本的产能”

“我们也继续所有的努力,把手头的库存、已完成晶圆、加上韩国工厂的支持,来尽可能的降低对市场供货的冲击。”

“我们再度重申会尽一切的努力、能力来恢复生产,降低此一意外所带来的冲击”

 

实情如何,其实从这些声明文字里面也有些迹象可循,无论怎么看,都应该不是如同 SK Hynix 所陈述的,没有重大的损坏。

 

目前综合各方的查证、消息与报导下,我们大致上可归纳出一些简单的状况描述:

 

目前最关心 SK Hynix 火灾事件的人士相当众多,许多也是与投资、合作、营运的相关业者,因此该公司的应负起清楚说明的责任,让其投资者、重要国际级客户、供应商、员工等能了解实际状况,以便利相关团体的营运决策,来提供顺畅的供货给消费者。

毕竟今年的传统旺季已经到来,在经济开始复苏的情况下,每一家公司都想取得销售的好成绩,不想被供货的不顺所波及。

综合 SK Hynix 官方的说法,业界的情况,这个 DRAM 业界最大的罗生门,可能的真相是:

 

不过真实情况是否如此,可能要静待进一步的发展,会有更清楚地答案了。

 

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