Supply chain issues shook a number of semiconductor stocks on Thursday. Micron Technology (MU) got a boost after a rival reported a production problem that will lower the near-term supply of Nand flash memory chips. And Advanced Energy Industries (AEIS) and Impinj (PI) flagged chip shortages in their fourth-quarter earnings reports.
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Western Digital (WDC) announced late Wednesday that chemical contamination of a material used in its manufacturing processes has occurred and is impacting production at two Nand flash memory fabrication plants in Japan. It runs those plants in a joint venture with Kioxia.
The company’s production issue could lower the industry’s Nand chip output by about 10% in the first quarter, Wedbush Securities analyst Matt Bryson said in a note to clients.
“This news is an unabated positive for other flash producers,” Bryson said. Those producers include…
