Japan technology: Kumamoto earthquake (2): Impacts minor for semiconductor cluster, only Renesas has confirmed some damage to equipment

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Japan technology: Kumamoto earthquake (2): Impacts minor for semiconductor cluster, only Renesas has confirmed some damage to equipment

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29 Jul 2026 11:23:40 ET │ 9 pages

Japan technology

Kumamoto earthquake (2): Impacts minor for semiconductor cluster,

only Renesas has confirmed some damage to equipment

CITI'S TAKE

We have been monitoring earthquake-related company updates and

media reports through the evening of July 29. At present, no large-scale

equipment damage or situations likely to lead to long-term suspensions Masahiro ShibanoAC

like those from the 2016 Kumamoto earthquake have been confirmed. For +81-3-6776-4641

example, Tokyo Electron, Mitsubishi Electric, Horiba, and Sony report no masahiro.shibano@citi.com

human casualties or major building damage. Meanwhile, Renesas Arifumi Yoshida

apparently confirmed minor equipment damage at its Kawajiri and Nishiki +81-3-6776-4610

plants, but its clean rooms appear intact. As outlined in yesterday's arifumi.yoshida@citi.com

note, we still think yesterday's earthquake may not be as damaging as its

2016 predecessor. Yuta Nishiyama

+81-3-6776-4643

yuta.nishiyama@citi.com

Takayuki Naito

• Renesas (6723): Operations at the Kawajiri and Nishiki plants remain +81-3-6776-4644

suspended. The firm has confirmed no human casualties. Some walls have takayuki.naito@citi.com

cracked at the Kawajiri plant and there have been some water leaks, Takahiro Inoue

temporarily halting pure water supply. At the Nishiki plant, some ceiling +81-3-6776-4646

panels have fallen and some walls are cracked. However, air conditioning takahiro.inoue@citi.com

and power supply equipment remain intact, and both plants maintain Takero Fujiwara

clean room environments. The impact on equipment and work-in-process +81-3-6776-4642