***Off Topic***
Maxwell, Specialist, et al - If SE Asian fab building slows or comes to a halt, what is to stop construction in Europe, Latin America, etc., if the demand is there? Sam Citron explained his view on another thread but I can't find his response now. I believe he said that it is inherent for Korea, Taiwan, etc, to crank out chips regardless of demand and that if they do not expand fab construction over there, there is not necessarilly a reason for the slack to be taken up somewhere else. I think this is what he said. If this is too inane a question, disregard it.
Thanks
Dave |
