WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.11

-5.4%

3:59 PM EST

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To: Pam who wrote (33360)	9/8/2006 10:48:59 AM
From: inaflash	Read Replies (1) of 60323

...it had not decided whether its new plant should be built in Japan or overseas, but that tax and subsidy considerations had narrowed overseas candidates to Taiwan, China and Singapore. I'm not sure what advantage Singapore has over Taiwan or China. I believe earthquakes risk is higher in Taiwan (though not sure if it's as high as Japan), leading to higher building costs. China seems to be the low cost option. I don't see why the US is completely eliminated in this horserace. I can see local incentives in areas like Oregon, Idaho, or Utah that might be competitive. I guess that depends on downstream production of testing and packaging centers, which I think Taiwan leads. Just my fleeting opinion, but I think it's Taiwan, China, US, Singapore. If Toshiba doesn't take advantage of these considerations in Taiwan and China, the competitors will.

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