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To: Bharat H. Barai who wrote (48695)9/27/1999 9:05:00 AM
From: Bipin Prasad  Respond to of 53903
 
By Alice Hung
TAIPEI, Sept 27 (Reuters) - Taiwan's Hsinchu Science Park
resumed across-the-board operations on Monday after being idled
by last week's earthquake, but an official said the microchip
industry would need two more days to ramp up to full capacity.
Power supplies to Hsinchu -- home to Taiwan's top
semiconductor makers -- were back to normal and wafer
fabrication lines at nearly 300 manufacturers in the park were
all up and running, said park administrator Wang Kung.
"We have gradually resumed production since Saturday. By
today, all firms are able to start operations," Wang said in a
telephone interview.
Production was being pushed rapidly back to capacity
levels.
"It may take about two days for a more sensitive industry
like microchip foundry makers to reach full capacity," Wang
said.
Wang was referring to Taiwan Semiconductor Manufacturing Co
<2330.TW> and United Microelectronics Corp <2303.TW> which
supply about 65 percent of the world's supply of made-to-order
"foundry" chips.
Before the huge tremor hit Taiwan on September 21, both had
been running at full capacity to meet surging global demand for
foundry chips.
Though few of the manufacturers suffered significant damage
in the earthquake, which registered 7.6 on the open-ended
Richter scale and killed more than 2,000 people, production was
halted by sweeping power outages blamed on the tremor.
"Microchip makers are hardest hit because some their lost
production can't be restored," Wang said.
Taiwan Semiconductor said production at its five wafer
facilities would ramp up on Tuesday to about 80 percent of
capacity in two six-inch wafer plants.
Production at its three eight-inch wafer plants would
return to about 70-80 percent by Thursday.
Taiwan Semicon has said the earthquake would not affect its
future orders, though September and fourth-quarter sales could
be hit.
Shares of most microchip makers plunged to the newly
narrowed 3.5 percent volatility limit in morning trade on
Monday, the first trading day since the earthquake, with Taiwan
Semicon down T$4.5 or 3.23 percent at T$134.5.
United Micro was down T$2.5 or 3.18 percent at T$76.
Wang put initial earthquake-related losses for the entire
science park at T$10 billion (US$314 million), due mainly to
lost production rather than damage.
Wang said his administration hoped to end its reliance on
external power supplies by expanding the park's existing
steam-electricity co-generation system within two years.
"Power supply is our biggest problem right now. We hope to
become self-sufficient in two years," Wang said.
State-run Taiwan Power Co began rationing power to
households and small manufacturers in northern Taiwan on Monday
and said this enabled it to achieve its aim of meeting 85
percent of the needs of key manufacturers -- including those at
Hsinchu.
Such power delivery was a sharp improvement from the first
days after the earthquake, when the utility was able to deliver
only 10 percent or less.
Rationing will be enforced for two weeks, and Taipower
hoped to restore full power by October 10.



To: Bharat H. Barai who wrote (48695)9/27/1999 11:04:00 AM
From: Skeeter Bug  Respond to of 53903
 
>>Skeeter, your claim about 0% growth in PC volumes in sharply different from all other data firms<<

bhb do you read my notes? if you did, you wouldn't say something as doofus as this.

there was an article, posted on this thread, that quoted an analyst who said that they keep lowering retail prices and can't get unit growth no matter how low those prices go.

if you missed it, then sorry. i'm not your personal news bot. it doesn't surprise me, though, b/c you 1. don't read my notes before responding to them or 2. have comprehension issues i can't help you with.