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To: kash johal who wrote (27719)6/29/1998 11:04:00 PM
From: Yousef  Read Replies (1) | Respond to of 33344
 
Kash,

Re: "TSMC is a pretty good fab ... TSMC's fabs are running at 75-80% capacity."

I agree that for a foundry, TSMC is above average ... but ... I believe
that recently their business has fallen off. UMC and others are in more trouble,
but TSMC is headed for the same "headache".

Re: "They are in production on 0.25 and will have 0.18 by end of next
year."

I have reviewed their processes (.25um and .18um) and both are a generation
in performance behind Intel. IBM is a much better choice in terms of
performance.

Make It So,
Yousef


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