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To: marquis103 who wrote (2100)	11/3/1999 8:59:00 PM
From: Ian@SI	Respond to of 3661

Looks like a steady flow of Strip orders coming from TSMC... ++++++++++ Taiwan Semicon turns "foundry" niche into empire By Michael Kramer HSINCHU, Taiwan, Nov 3 (Reuters) - As microchip titan Taiwan Semiconductor Manufacturing Co <TSM.N> races to meet demand, its fastest-growing market comes from firms that traditionally would have spurned its services. Taiwan Semicon plans to boost capacity by nearly 50 percent in 2000 as more integrated design manufacturers, or IDMs -- firms known for building products from top to bottom, such as IBM <IBN.N> or Motorola <MOT.N> -- turn to the world-leading Taiwan foundry for its made-to-order chips. "Even if we do not attract IDMs they will come to us anyway," public relations manager J.H. Tzeng said during a tour of Taiwan Semicon's campus in the Hsinchu Science Park, Taiwan's answer to California's Silicon Valley. "I really think this is a mega trend." As margins for high-tech gear shrink, major manufacturers can ill afford the massive investment required to keep their in-house chip manufacturing up-to-date, especially with rising pressure on the costly chip-design front from "fabless" design houses that have no wafer fabrication lines of their own, he said. "You can check the balance sheet of all the IDMs," Tzeng said. "Only some of them can afford this kind of investment. "That is why the IDM companies really understand that their competition comes from fabless companies. They can really focus on product development," he added. Keen demand allowed Taiwan Semicon to post record output in the third quarter despite a powerful September earthquake that kept its world-class wafer fabs -- which had been running full tilt -- out of action for 10 precious days. A HOST OF SUPERLATIVES Taiwan Semicon can lay claim to a host of superlatives. It is the world's first and largest dedicated foundry, making chips to the exacting specifications of fabless and other clients while marketing none under its own brand name. It boasts the largest market capitalisation on the Taiwan stock exchange at more than US$34 billion -- nearly double that of second-place United Microelectronics <2303.TW>, its arch rival as the world's second-largest microchip foundry. And it generated the fattest net profits among Taiwan-listed firms for the first nine months of 1999, reaping T$16.2 billion (US$510 million) -- though that was a touch below analysts' expectations of T$16.7 billion. ONE OF EVERY 14 CHIPS IN THE WORLD Chairman Morris Chang has said that by 2000, output value should be second only to Intel Corp <INTC.O> among chipmakers as Taiwan Semicon churns out one in every 14 chips made worldwide. Scrambling to match demand from a broad boom in electronics products -- particularly telecommunications -- Taiwan Semicon's capital expansion now stands at US$1.112 billion in 1999 to date, nearly double a planned US$520 million. Yet despite a surge in capacity, its wafer fabrication lines are still running at a red-hot 105 percent of rated output. "We try to keep capacity ahead of demand by 10 percent but we can't meet this target," Tzeng said. WORLD'S LARGEST FOUNDRY COMING ON LINE Taiwan Semicon already is moving equipment into a plant touted as the world's largest semiconductor fab with capacity to make the equivalent of 60,000 8-inch silicon wafers each month. "We expect the first wafer to be running out of the fab in the spring of 2000," Tzeng said. Taiwan Semicon expects to break ground on its first 12-inch wafer fab by spring 2000; another plant being built in Singapore, a joint venture with major shareholder Philips Electronics <PHG.AS>, is set to begin production near the end of 2000. Taiwan Semicon is also ramping up production in existing fabs and turning a memory-chip fab jointly owned with Taiwan computer maker Acer Inc <2306.TW> into a dedicated foundry. "Demand is quite strong, as we expect it," Tzeng said. "Capacity will be almost equal to production." 02:30 11-03-99

To: marquis103 who wrote (2100)	11/3/1999 8:59:00 PM
From: John Stewart	Read Replies (2) \| Respond to of 3661

To all; The Mattson jobs page has returned, and it's quite impressive. I printed it out, all 34 pages. Broad based jobs across all functions. The breath of job locations was much bigger than I've seen in the past and was in virtually locations across the world. Jobs breakdown is: R&D/Engineering 30 Manufacturing/Operations 28 Sales/Marketing 16 Other 8 BTW, I read over the GSNX 3Q99 results tonight. Not to impressive compared to the #1 strip company :') Best Regards, John Stewart