Sony and Renesas Halt Production at Kumamoto Sites

研报英文原文证据摘录

Sony and Renesas Halt Production at Kumamoto Sites

Update

July 29, 2026 08:44 AM GMT

Morgan Stanley MUFG Securities Co., Ltd.+MJapan Semiconductors | Japan Kazuo Yoshikawa, CFA

Equity Analyst

Sony and Renesas Halt Kazuo.Yoshikawa@morganstanleymufg.comHidetaka Suzuki +81 3 6836-8408

Research Associate

Hidetaka.Suzuki@morganstanleymufg.com +81 3 6836-8402

Production at Kumamoto Sites

Key Takeaways

Sony: The Kumamoto Technology Center, one of Sony’s CMOS image sensor

production sites, has halted production and is currently assessing damage. Japan Semiconductors

Japan

Renesas: Operations have been suspended at the Kawashiri Factory, a front-end Industry View In-Line

production site, and the Nishiki Factory, a back-end production site.

Impact of the July 28 Kumamoto Earthquake: On July 28, a magnitude 7.1

earthquake occurred in Kumamoto Prefecture. Among our consumer electronics and

semiconductor coverage, Sony Group and Renesas Electronics have manufacturing

facilities in Kumamoto.

Sony Group: Sony Semiconductor Manufacturing’s Kumamoto Technology Center

has suspended production activities since immediately after the earthquake and is

currently assessing damage to buildings and facilities. Meanwhile, there has been no

significant damage to buildings or facilities at its Nagasaki, Oita, and Kagoshima sites.

There were no injuries among employees working in the offices at the time of the

earthquake.

In the 2016 Kumamoto earthquake, the semiconductor segment saw a negative

impact of approximately ¥28.0bn on FY3/17 operating profit, representing the net

amount after offsetting total physical losses and opportunity losses with insurance

proceeds received. In FY3/18, however, additional insurance proceeds of ¥6.7bn

became a positive factor for profit.