日本突发7.6级地震，对半导体产业影响几何？

Group 1 - A 7.6 magnitude earthquake struck the eastern sea area of Aomori Prefecture, Japan, on December 8, causing significant tremors and tsunami warnings in Aomori, Iwate, and Hokkaido [1][5] - The earthquake resulted in tsunami waves reaching up to 70 cm in Iwate, 50 cm in Hokkaido, and 40 cm in Aomori, with Aomori experiencing intense shaking classified as "upper six" on the Japanese seismic intensity scale [5] - Approximately 2,700 households in Aomori experienced power outages due to the earthquake, while nuclear power plants in the affected regions reported no abnormalities [5] Group 2 - The earthquake's impact on Japan's semiconductor industry is a concern, as the affected areas include regions critical to semiconductor manufacturing [5] - Major semiconductor companies located in Iwate Prefecture include Kioxia's Fab 1 and Fab 2, Toshiba Semiconductor, and Japan Semiconductor Corporation, all of which are situated in areas with a seismic intensity of "4" [6][8] - In Aomori, semiconductor testing equipment manufacturer MJC and PVD equipment manufacturer ULVAC have facilities in areas with seismic intensities of "4" and "6+" respectively, while the only semiconductor manufacturer in Hokkaido, Rapidus, is constructing a 2nm wafer plant in an area with a seismic intensity of "5-" [8] - While some semiconductor companies near the epicenter may face operational disruptions, the overall impact on the global semiconductor supply chain is expected to be limited, although any disruption at Kioxia's NAND Flash facility could exacerbate current shortages and price increases [8]