Asia Tech Wire (Apr 12) -- U.S. chipmaker Micron Technology Inc. (MU:NASDAQ) will see its DRAM supply cut by up to 4% to 6% in the third quarter of fiscal 2024 due to the Taiwan earthquake.

A 7.2-magnitude earthquake that struck off Hualien, Taiwan, at 7:58 a.m. on April 3, 2024, the largest the island has experienced since the Chi-Chi earthquake in September 1999.

In a filing with the U.S. Securities and Exchange Commission (SEC) on Thursday, Micron said it "currently estimates that the earthquake will result in an impact of up to a mid-single digit percentage of a calendar quarter's company-level DRAM supply."

As Taiwan plays a pivotal role in the global semiconductor supply chain, the earthquake earlier this month sparked concerns about possible disruptions in chip supply.

Micron, which has four production sites in Taiwan, said that although its DRAM production has not fully resumed after the earthquake, its long-term supply capacity will not suffer.

It further said that the strong earthquake had no permanent impact on its plants, infrastructure or equipment.

The company announced in February that it had begun mass production of its HBM3E (High Bandwidth Memory 3E) solution for the H200, Nvidia's latest graphics processing unit (GPU) for AI work.

However, this time Micron did not say whether the supply of the HBM chip was affected by the Taiwan earthquake.