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Strategies & Market Trends : Asia Forum
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To: Michael Sphar who wrote (9363)9/23/1999 6:35:00 AM
From: Bosco  Read Replies (2) of 9980
 
G'day all - re: chips.

The following was my response in CRUS thread

Message 11328255

Come to think about it, beyond the chip price, I wonder how the chip equipment makers would fair. According to the article in Michael's post yesterday, some of the lithography and/or the photo mask related gears can be highly sensitive, ergo, replacement units may be needed ASAP. While it is obscene to think of profit at this time, reality is that some of the semi cap shops may have an extra order or two. Who are they?

best, Bosco
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