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.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (41660)	5/30/2001 11:32:05 AM
From: Win Smith	Read Replies (3) \| Respond to of 275872

Intel warns of chip shortages theinquirer.net Elsewhere at the Inquirer, Mike weighs in with this puzzling bit of news. A REPORT IN THE TAIWANESE press said that the manager in charge of Intel Taiwan has warned of a shortage of semiconductors which could hit as early as September this year. HY Wu was speaking to the Taiwan-based Economic News, which cites him as saying the reason for the shortfall is increased demand for computers from Red China. Really. Conventional wisdom would have Intel awash in capacity Real Soon Now, with the famous 7.5gigabuck capex budget this year and those .13um 12 inch wafers being cranked out a million a week, or something like that. The P4 is a pig die-wise, but the idea that the Chinese would jump on the bus to hell is amusing too. They may be many things, but they aren't dumb, and they are extremely price conscious. PS. Link to the Cheaper AMD SMP article: theinquirer.net It's always good to cite Mike's e-rag, but he needs the hits too.