SI
SI
discoversearch

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 : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Cary Salsberg who wrote (7070)11/24/2002 2:11:55 PM
From: Zeev Hed  Read Replies (1) | Respond to of 95530
 
Cary, I understand that NVDA is TMSC largest customer, and NVDA last week was very optimistic for their specialized business, but agreed with INTC's that the PC part of the business is still moribund (despite the recent pick ups at DELL and HPQ), could TSMC tightness be due to NVDA increasing their orders more than expected?

Zeev