Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Proud_Infidel who wrote (40272)	12/1/2000 3:37:41 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

VIA Suspected to Have Cut Fourth Quarter Foundry Orders December 1, 2000 (TAIPEI) -- VIA Technologies Inc. and some leading international chip and chipset makers are likely to have slashed their orders of IC foundry chips, according to market watchers. The watchers said sliding demand for chips from mother board makers in view of mounting stock pressure had resulted in their move. However, VIA ruled out the speculation and stressed that any adjustment was just temporary. The company said that it expected that the local market would return to normal next year. It also said that its chipset product strategy would not be affected, even though Intel Corp. had delayed its chipset delivery in the market. Intel unveiled its 815 chipset in October, and is expected to move into mass production in the fourth quarter. Intel initially intended to develop its 820 chipset to replace its older workhorse BX chipset, but bugs with the 820 chipset have forced Intel to delay its promotion until early next year. As Intel's leading competitor in the chipset field, it is widely expected that VIA Technology would profit from the delayed launch of Intel Corp.'s new 815 and 820 chipsets. Industry analysts indicated that local motherboard producers had lost their patience with Intel because of its constantly-changing chipset strategy, which has driven local motherboard companies to persistently upgrade their products. With production of the 815 chipsets lagging behind the market's expectation, and the 820 chipset now also delayed, Intel has been forced to cut IC foundry orders to Taiwan Semiconductor Manufacturing Corp. In fact, VIA failed to win any advantage from Intel's setback because of the recent setbacks in the development of the electronics industry. sources from TSMC said VIA confirmed that Intel had cut orders in the fourth quarter. VIA is not prepared to confirm such a cut, but is widely believed to have cut its orders to Taiwan's IC foundry giants. (Commercial Times, Taiwan)