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Technology Stocks : Intel Corporation (INTC)

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Dec 26 9:30 AM EST

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To: Ali Chen who wrote (176916)	2/6/2004 2:12:59 AM
From: Amy J	Read Replies (2) of 186894

Thread & Ali, "China set to flood the world with chips" What type of products use TSMC chips and what's TSMC's target market? Sounds like consumer DVD stuff, and then some made-to-order mobile chips. It sounds like they focus only on the made-to-order chips? Anything else? Regards, Amy J By Macabe Keliher atimes.com TAIPEI - Last September Morris Chang alarmed the semiconductor industry when he said there would be an industrywide recession in 2005 and that the Chinese chip makers would cause it. "I stand by that statement. China's capacity in 2005 will have a big impact," the chairman of the world's largest made-to-order integrated-circuit and computer-chip manufacturer, Taiwan Semiconductor Manufacturing Co (TSMC), has told Asia Times Online. .... Beijing is funding and bankrolling what is being called reckless expansion in semiconductor fabrication plants, or "fabs". Through low-interest loans, tax exemptions and even direct investment, the Beijing government has set China on pace to provide the world with 20 percent or more of its capacity next year in the made-to-order chip industry, or foundry.

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