SI
SI
discoversearch

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.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Ian@SI who wrote (32618)9/26/1999 3:46:00 PM
From: Ian@SI  Respond to of 70976
 
Taiwan starting to look pretty good...

++++++++++++

Sounds like Taiwan will be behind by about 2 weeks capacity all told, maybe a little less. And they may catch up within the quarter if the fabs weren't full or if they're able to delay some PM once they get yields back up.

+++++++++++++

September 26, 1999

Taiwan Semicon: 50% Of Production Lines Ready For Ops

TAIPEI -- Fifty percent of Taiwan Semiconductor Manufacturing Co.'s (TSM) production lines were ready for operations as of 0930 GMT Sunday, the company said late Sunday.

Taiwan Semiconductor, Taiwan's largest computer chip maker, has already shipped some finished goods to its customers, the company added.

Production capacity in the company's two six-inch wafer plants has been back to 40% and is expected to reach 80% Tuesday, Y.C. Huang, the company's spokesman, said in a press release.

Meanwhile, production capacity in the company's three eight-inch wafer fabs has returned to 15% and is expected to reach 70% or 80%, no later than Thursday, Huang said.

"We expect to have continuously increasing shipment. However, it takes time to recover to the normal output," Huang added.

Production in the company's plants was disrupted Tuesday when a powerful earthquake rocked Taiwan and cut electricity supply.

-By Y.H. Sun;



To: Ian@SI who wrote (32618)9/26/1999 4:21:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Ian,

Now the analysts are worried that PC sales will slow to a crawl later this year b/c of higher component prices. Always something for them to fret about. Meanwhile I just hold onto my AMAT and make more money:-)

BK