Preliminary estimates of Taiwanese wafer exposure:
Altera: 60% Taiwan, 40% Japan and Oregon
AMCC: 65% internally-sourced (San Diego), AMI (Pocatello, Idaho) and IBM are major foundry suppliers
Broadcom: Roughly 50% TSMC, 50% Chartered Semiconductor (Singapore)
Galileo Technology: 100% TSMC
LSI Logic: 95% internal (Japan, Oregon, and Colorado), the rest at
Chartered (Singapore) and TSMC
PMC-Sierra: Mostly Chartered Semiconductor, some production at TSMC
Vitesse Semiconductor: 95% internally sourced (California and Colorado), 5% TSMC
Xilinx: 60% UMC, 40% Seiko-Epson (Japan)
AMCC, LSI Logic, and Vitesse Semiconductor are predominately vertically integrated and we (SSB) believe the quake is a non-issue for these three firms. |
