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.
The Other Tesla David Blaza5 comments I find myself going to Kickstarter and Indiegogo on a regular basis these days because they have become real innovation marketplaces. As far as I'm concerned, this is where a lot of cool ...