DigiTimes reports the earthquake from two weeks ago had a bigger impact on TSMC's production capacity than previously anticipated. The foundry has restored machines at Fab 6 and Fab 14B, but damage to Fab 14 is worse than originally estimated. As a result, TSMC expects wafer shipments in Q1 2016 will decrease by "more than 1 percent", versus the previous forecast of "less than 1 percent":
Taiwan Semiconductor Manufacturing Company (TSMC) on February 6 estimated wafer shipments in the first quarter of 2016 would decrease less than 1% due to the impact of a large earthquake hitting southern Taiwan in the early morning of February 6, but on February 12 indicated that the decrease in wafer shipments will be more than 1%, because damage to Fab 14 is worse than originally assessed.
TSMC originally estimated that more than 95% of foundry machines could be restored to normal conditions in 2-3 days following the earthquake. Machines at Fab 6 and Fab 14B have already been fully restored, the company said.