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The July 28, 2026 Kumamoto earthquake temporarily halted operations at several semiconductor-related sites in the region. By the latest company updates available here, Renesas had restored pre-earthquake capacity at both affected factories; Sony had planned a phased restart at its Kumamoto site, while other operators reported a mix of resumed operations and ongoing equipment checks. A restart is not automatically a return to normal capacity, so the timeline below distinguishes those milestones. This is a site-level snapshot, not a claim that every fab in Japan was affected.
Which earthquake does this status report cover?
Japan’s Meteorological Agency (JMA) records the main Kumamoto earthquake at 4:27 p.m. JST on July 28, 2026, with magnitude 7.1 and maximum seismic intensity 7. JMA’s event portal also records notable aftershocks later on July 28, July 29, and August 1. JMA event record
Factory status and recovery milestones
The table separates the initial impact from the latest documented operating milestone. Dates reflect the cited updates; they do not establish current conditions beyond those updates.
| Operator and site | Reported impact | Documented recovery status |
|---|---|---|
| Renesas, Nishiki Factory | Initially shut down. Some ceiling panels fell and wall cracks were found, but utility systems remained operational and the cleanroom environment was maintained. | Phased restart began the evening of July 29. Renesas reported pre-earthquake capacity restored by the morning of July 31. Company update |
| Renesas, Kawashiri Factory | Initially shut down. Wall cracks and water leakage temporarily disrupted pure-water supply; power and air conditioning were not affected, and the cleanroom environment was maintained. | Phased production resumed August 4, earlier than scheduled. Renesas reported pre-earthquake wafer-input capacity restored on the evening of August 23. Company update |
| Sony, Kumamoto Technology Center, Kikuyo | Production stopped while Sony assessed building and line damage. | Sony’s July 31 update said safety checks were complete, a phased restart was planned from August 4, and a return to pre-earthquake operating levels was expected by mid-August. The cited material does not establish the actual date those levels were reached. July 31 update |
| Sony, Nagasaki, Oita, and Kagoshima sites | Sony reported no significant building or facility damage at these locations. | Sony’s FY2026 first-quarter earnings transcript states that production had resumed, but does not give site-by-site restart dates. Earnings transcript |
| FUJIFILM, Kikuyo display-material and semiconductor-material sites | No significant damage was confirmed at production facilities. | Operations gradually resumed from August 2 after safety checks and equipment inspections. FUJIFILM expected delays for certain products and described the overall financial impact as limited. Company update |
| JASM, Kikuyo | EE Times Japan reported that a JASM social account said employees were safely evacuated; water, power, and safety systems were functioning; equipment inspections and adjustments were underway; and raw-material supply was unaffected. | The August 24 roundup did not establish a full-production restart date or final capacity level. The status is attributed to secondary reporting, not a company notice verified here. EE Times Japan roundup |
| Mitsubishi Electric, Kumamoto semiconductor sites | EE Times Japan reported no major building damage and said cleanroom operation resumed. | Equipment inspections and restarts were underway, with production resuming in stages from July 30. The roundup did not establish later final capacity. EE Times Japan roundup |
How to read the recovery dates
Shutdown, restart, and normal capacity are different milestones
A factory can restart some activity before it has restored its normal production rate. Renesas reported both milestones for Nishiki and Kawashiri, making its updates the clearest site-by-site capacity timeline in the cited material. Sony’s Kumamoto update provided a planned restart and an expected return to normal operating levels, but the sources cited here do not confirm when that expectation was met. FUJIFILM, JASM, and Mitsubishi reported inspections or resumptions at differing levels of detail; those reports should not be read as proof of full capacity.
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Damage and utility interruptions varied by site
Reported effects ranged from structural damage and a temporary pure-water interruption at Renesas Kawashiri to safety checks and equipment inspection at other facilities. The distinctions matter: a cleanroom remaining in a controlled environment, utilities functioning, or production resuming in stages does not by itself establish that all lines or output returned to pre-quake levels.
What the updates establish about supply and financial impact
The cited notices document facility conditions and operating milestones, not downstream shortages or a quantified disruption to semiconductor supply. Sony said during its earnings presentation that it was difficult to reasonably estimate the earthquake’s financial impact at that time, and it had not included the impact in its full-year forecast. FUJIFILM described its overall financial impact as limited while anticipating delays for certain products. These company-specific statements do not quantify the event’s broader industry effect.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.Historical context: a different earthquake and facility
Recovery times should not be transferred from one site or disaster to another. In a 2025 technical review of its Kaga Toshiba Electronics site after the January 1, 2024 Noto Peninsula earthquake, Toshiba said it took 35 days to recover pre-disaster operating rates. The review also said repairs to local exhaust ducts took 21 days. Those figures describe Toshiba’s experience at that facility after a different earthquake; they are not estimates for Kumamoto. Toshiba technical review
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