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To: semi_infinite who wrote (1869)	9/26/1999 3:52:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

Ray, It seems to be out of step with reports from reliable nes agencies that have stated that 80% of normal power was already available as of Friday. Further, TSMC is at 50% production capacity as of 09:30GMT this morning and expects all its fabs to be at or above 80% capacity by this Thursday. I would be amazed if Taiwan stopped or slowed down its upgrade pace giving market share to its competitors. Just doesn't sound remotely likely. It appears that much speculation by the writer on Sept 23rd has already been proven wrong by reality. To me, the speculation in the story is less than worthless. But thanks for sharing it anyway. Ian. [copy of my AMAT thread post follows] ++++++++++++++++++++ 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;