Japan Earthquake: Critical Risks in Semiconductor Supply Chain and Nvidia's Future

A severe earthquake in Japan's Kanto region has impacted 25% of the country's semiconductor production capacity. TSMC's Tokyo facilities were damaged, but critical production continued in Taiwan. ASML's Eindhoven plant remained unharmed, though Japan's leadership in Rare Earth Elements has shifted to the US. China's restrictions on Lithium and Cobalt exports have negatively affected Nvidia and AMD's pricing strategies. Markets are now anticipating a 10% decline in Japan's 2025 chip demand.