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Peter Clarke
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re: Report: 20% of global 300-mm wafer production down
Peter Clarke   3/19/2011 11:26:16 AM
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@yalanland 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.

yalanand
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re: Report: 20% of global 300-mm wafer production down
yalanand   3/18/2011 7:56:11 PM
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Peter, Why is TSMC not so much worried about the wafer shortages. Is it that the one month to six-week supply of 300-mm wafers sufficient to tide over this crisis?



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