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Politics : Formerly About Applied Materials
AMAT 230.77+0.9%Nov 12 3:59 PM EST

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To: StanX Long who wrote (61483)3/6/2002 3:10:26 AM
From: StanX Long  Read Replies (1) of 70976
 
Taiwan's fear of mainland's IC industry exaggerated
By Billy Chamberlin, The China Post
Tuesday March 5, 12:00 AM

sg.news.yahoo.com

Taiwan's fears regarding mainland China's rising semiconductor industry are overexaggerated, according to analysts.

Mainland does not represent a major threat.

While many of the island's foundries are upgrading to 300mm wafers, allowing for production of a greater number of chips as well as more advanced and integrated ones, mainland China's companies continue to look at the previous generation 200mm wafers.

With the two sides competing in different markets, Taiwan's government may start to allow local chip industries to invest across the strait, a sector that until now was off-limits, by the end of the month, local Chinese media have reported.

News that Taiwan companies may soon be able to start investing in mainland semiconductor foundries, and even testing and packaging companies, drew mixed responses from the local sector.
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