If you didn't already know, semiconductor production plants are some of the most aseptic locations you can usually find deployed around the world (remember those pictures of engineers wearing full-body suits and face masks?) As is often the case with cutting edge technology, there is usually no place for variable conditions; precision-level manufacturing requires the most stable, predictable working and manufacturing conditions that can possibly be achieved. When something goes wrong, say, when the nitrogen gas dispensing system of a major semiconductor manufacturing facility acts up and releases uncalibrated amounts of gas, things can go very wrong, very quickly.

That is exactly what happened with Micron's Fab 2 in Taiwan. Fab 2 was a result of Micron's Inotera acquisition, and production from this fab accounts for around 5.5% of the global DRAM supply (125,000 wafers per month) Due to the nitrogen gas dispenser malfunction, both wafers and equipment were contaminated, which Trendforce says reduced Inotera's production capability by 60,000 wafers. Now, granted, Micron has already officially come out and say that this was all a "minor accident" which "had no impact" on business. However, one has to consider that Fab 2 mainly specializes in production of LPDDR4 memory, which is essentially used in mobile phone environments - Apple being the company's biggest consumer of DRAM chips. With iPhone 8 production supposedly in full swing, if I were Micron, I would certainly prefer to take a bite out of my DRAM supplies than admit production capacity reduction and shortages to such a partner. If Apple were to take its business elsewhere, Micron would be hard-pressed to find another customer of that caliber.