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.
What are the engineering and design challenges in creating successful IoT devices? These devices are usually small, resource-constrained electronics designed to sense, collect, send, and/or interpret data. Some of the devices need to be smart enough to act upon data in real time, 24/7. Are the design challenges the same as with embedded systems, but with a little developer- and IT-skills added in? What do engineers need to know? Rick Merritt talks with two experts about the tools and best options for designing IoT devices in 2016. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.