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.
Blog That A-Ha Moment Larry Desjardin 10 comments Have you ever had an a-ha moment? Sure, you have. The Merriam-Webster dictionary defines it as "a moment of sudden realization, inspiration, insight, recognition, or ...