News about the supply chain of vision and electronic components coming from Japan has so far been tentative and sporadic. The ongoing effects of the earthquake, tsunami, and nuclear power plant failures have dominated the news but indications of specific global economic consequences are emerging.
A New York Times article today investigates some of the impacts, noting that a Texas Instruments plant north of Tokyo that make A/D chips and accounts for 10% of TI's global output was damaged and won't resume full production until September. Toshiba has closed some of its production lines, potentially affecting the availability of NAND flash chips.
The port of Sendai-Shiogama is heavily damaged. It is the 13th largest Japanese port in container shipments and of particular importance to Sony, Canon, and Pioneer. FedEx shut service to much of eastern Japan, including Tokyo, following the earthquake but now reports resumption with some service delays.
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