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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Henry Eichorszt who wrote (29413)4/7/1999 5:31:00 PM
From: Duker  Read Replies (1) | Respond to of 70976
 
Henry,

Thanks for the post.

I'll take a shot at summarizing your article. Tell me if you think it lost any meaning ... bearing in mind that we are in semicap land.

TSMC at 90-95% & UMC at "full tilt" & Both UMC and TSMC are planning to expand production lines to meet the growing demand.

What do you think?

--Duker



To: Henry Eichorszt who wrote (29413)4/7/1999 6:26:00 PM
From: Henry D  Read Replies (1) | Respond to of 70976
 
sounds like good news!!!! but what is "production value"??? more total wafers? or total pieces???

next question: at what utilization rate can we expect new fab to be constructed???