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To: Big Bucks who wrote (19030)	4/26/1998 6:59:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

The entire online IBD story is: Date: 4/27/98 Taiwan Chipmakers To Put $79 Bil Into New Facilities The investment drive, to be made over the next 13 years, will likely secure Taiwan's status as the world's top chip supplier. United Microelectronics leads the investment stampede with plans for $18.8 billion for two wafer plants. Taiwan Semiconductor Manufacturing, Acer and Macronix International are among others. Projects include wafer fabrication, packaging and testing plants. Normally IBD reports in US$ unless it states otherwise. Story is in the Front Page section. $79 over 13 years or about $6B per year is probably about the same order of magnitude as INTC alone will invest during that same time. FWIW, Ian.

To: Big Bucks who wrote (19030)	4/26/1998 9:27:00 PM
From: Murti Gajjala	Read Replies (2) \| Respond to of 70976

Big Bucks, Following is full text: Friday April 24, 8:50 am Eastern Time Taiwan IC makers to invest $79 billion in 13 yrs TAIPEI, April 24 (Reuters) - Taiwan's microchip makers will invest US$79.2 billion in wafer fab and testing facilities in the next 13 years, a move likely to secure Taiwan's top chip supplier status in the world, officials said on Friday. Projects under planning or being built at Taiwan's two major science-based industrial parks include wafer fabrication, packaging and testing plants, the Industrial Development Bureau said. Bureau officials said top chipmaker United Microelectronics Corp (2303.TW) would pour US$18.8 billion in the next decade to build two eight-inch wafer plants and five 12-inch wafer plants. United Microelectronics' rival Taiwan Semiconductor Manufacturing Corp (2330.TW) will invest US$14.5 billion to set up one eight-inch and five 12-inch wafer plants in the next decade, the officials said. Acer Semiconductor, a former venture between Acer Inc. (2306.TW) and U.S. computer maker Texas Instruments (TXN - news) now under Acer's full control, will invest US$9 billion in three 12-inch wafer plants in 10 years. Macronix International (2337.TW) will invest US$7.2 billion to set up between two and three 12-inch wafer plants in the next decade. A.S.E (2312.TW) will pour in US$11.9 billion to build a number of testing and packaging plants over the next 13 years, the officials said. Winbond (2344.TW) will build one eight-inch and two 12-inch plants at US$5.8 billion over 10 years, while Mosel Vitelic (2342.TW) will invest US$3.6 billion in one 12-inch plant and one testing/packaging plant. Nan Ya Plastics (1303.TW) will invest US$3.6 billion in an eight-inch and two 12-inch plants, while Powerchip (5346.TWO) will invest US$1.2 billion in a 12-inch plant, the officials said. Latest figures compiled by the U.S.-based Semiconductor Equipment and Materials International showed that the industry's investment ratio is far larger in Taiwan than in the United States, Japan and South Korea. For every US$100 in earnings, Taiwan plans to spend $110 in investment, compared to $60 in South Korea and just $22 in Japan and $21 in the United States, the data show. Murti