I do not know what TSMC's thinking is on this but I think your suggestion is probably right.
However, the situation is still uncertain in Japan. We not yet know how quickly plants, even those with little or no damage, can get out from under rolling electricity black-outs and start to reset their operations. And depending on the nature of technologies used in production restarting operations can take between days and months.
Drones are, in essence, flying autonomous vehicles. Pros and cons surrounding drones today might well foreshadow the debate over the development of self-driving cars. In the context of a strongly regulated aviation industry, "self-flying" drones pose a fresh challenge. How safe is it to fly drones in different environments? Should drones be required for visual line of sight – as are piloted airplanes? Join EE Times' Junko Yoshida as she moderates a panel of drone experts.