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mark.lapedus
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re: TSMC sees some impact from quake
mark.lapedus   3/22/2011 6:08:38 AM
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Yelanand. Good question. But I am not sure what TSMC is using TEL's tools for. It could be dielectric etch. I'm not sure. In any case, it's difficult to replace a qualified tool in a fab.

yalanand
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re: TSMC sees some impact from quake
yalanand   3/22/2011 4:17:33 AM
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Mark, Just wondering what other alternative it has ? Whom can TSMC approach instead of Tokyo Electron Limited (TEL) ?

goafrit
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re: TSMC sees some impact from quake
goafrit   3/22/2011 2:10:50 AM
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This is consistent with what many analysts estimate. But uptick will cover any lost demand in the near long term



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