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To: Carl R. who wrote (46731)6/24/1999 3:05:00 PM
From: gial  Read Replies (1) | Respond to of 53903
 
I have said this at the tsm thread before. The Taiwanese (tsm umc) and the Koreans are all adding fab capacity like crazy, they are boasting .18 micron and even .13 technology. They are also forecasting more chip demand than supply starting in the 3rd quarter. But the way they are building those new fabs, supply will far outweigh the demand.