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TSMC Says Recovery from Taiwan Quake to Take Longer Than Expected

2/17/2016 06:36 PM EST
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resistion
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Re: Analyst Comments
resistion   3/2/2016 7:46:49 AM
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Korea is not free from fault lines or earthquakes either.

The commonality is you need to be near a coastline (where the faults are) to more conveniently receive shipments. Fabs require such convenience.

Responsible fabs have earthquake protection and enable same protection for surrounding region.

dt_hayden
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Re: Egg/Basket ratios
dt_hayden   3/1/2016 6:27:55 PM
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I found the photo that was sent to document their disaster recover plan.  http://tinypic.com/r/21n2xav/9



dromdrom
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Lets shake?
dromdrom   2/22/2016 5:44:50 PM
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Amazing that so many fabs are in an earthquake sensitive regions; Japan, Taiwan, California. When you have to invest several B$, why choose such a location!?

realjjj
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Re: Egg/Basket ratios
realjjj   2/19/2016 6:04:28 PM
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Earthquakes are not something you can't design for. Guess the biggest problem is the work in progress, given the very long cycles on 16ff .  Even then , if you aren't very close to the epicenter, early warning systems can save you and they should have a seismic-dampening system that reduces acceleration and displacement in the clean room.

Armed conflicts would be a real problem in Taiwan and S Korea, it's much harder to design for that... Likely ,with China , India and even S America rising, the risk will decrease in the future.

Alan Patterson
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Re: Egg/Basket ratios
Alan Patterson   2/19/2016 4:55:05 PM
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Solectron? Flextronics?

dt_hayden
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Re: Egg/Basket ratios
dt_hayden   2/19/2016 4:53:18 PM
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It was the first or second largest contract manufacturing company at the time, with plants all over the world.  I'm not sure the current status.

Alan Patterson
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Re: Egg/Basket ratios
Alan Patterson   2/19/2016 4:52:34 PM
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That's a fair question. TSMC has looked at this issue a number of times and decided they can deal with it. They do have some manufacturing outside Taiwan. It's probably time for TSMC to re-evaluate the costs and benefits of operating more fabs outside Taiwan.

Alan Patterson
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Re: Egg/Basket ratios
Alan Patterson   2/19/2016 4:50:04 PM
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TSMC isn't a fly-by-night operation. Does this company in Thailand still exist?

dt_hayden
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Re: Egg/Basket ratios
dt_hayden   2/19/2016 3:06:27 PM
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I was at a Thai manufacturer of disk drive controller boards as well as the product I was working on, The procurement person was there to perform a supplier audit, one item of which was a disaster recovery plan to assure supply.  The GM of the plant played dumb until we left, assuring us they would send documentation of their plan.  The documentation which showed up was a picture of an employee pointing a fire extinguisher at a cardboard flame fire mockup they had sat in the middle of the production floor.  That probably sums up the disaster recovery plan of most industries concentrated in a small geographic area.

perl_geek
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Egg/Basket ratios
perl_geek   2/19/2016 2:18:56 PM
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Thailand's floods produced an interesting effect on the world supply of disk drives by submerging most of the producers. There was that fire in the one plant that was essential to most of the industry's substrates. Is anyone thinking about the market implications of a large percentage of chips being baked on an island in an active seismic zone, vulnerable to earthquakes and tsunamis?

Specialisation is essential, but so is a diverstiy of sources.

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