Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Vitesse Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: David Lawrence who wrote (2837)	9/21/1999 6:02:00 PM
From: A. Edwards	Read Replies (1) \| Respond to of 4710

Preliminary estimates of Taiwanese wafer exposure: Altera: 60% Taiwan, 40% Japan and Oregon AMCC: 65% internally-sourced (San Diego), AMI (Pocatello, Idaho) and IBM are major foundry suppliers Broadcom: Roughly 50% TSMC, 50% Chartered Semiconductor (Singapore) Galileo Technology: 100% TSMC LSI Logic: 95% internal (Japan, Oregon, and Colorado), the rest at Chartered (Singapore) and TSMC PMC-Sierra: Mostly Chartered Semiconductor, some production at TSMC Vitesse Semiconductor: 95% internally sourced (California and Colorado), 5% TSMC Xilinx: 60% UMC, 40% Seiko-Epson (Japan) AMCC, LSI Logic, and Vitesse Semiconductor are predominately vertically integrated and we (SSB) believe the quake is a non-issue for these three firms.