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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: TI2, TechInvestorToo who wrote (8095)9/23/1999 1:32:00 AM
From: Michael Sphar  Read Replies (2) | Respond to of 10921
 
Both UMC and TSMC have acknowledged their diffusion furnace quartzware is shattered. Replacing all that quartz in all those furnaces will be a logistics nightmare. Not to mention all the wafers that were in diffusion at the time. 28 fabs times X #tubes... Can't fab without diffusion. Plus recaling and aligning the steppers, could be weeks or months before total ramp is complete.