GA-Source heeft een nieuwsartikel met veel info over de toestand van de grote chip production plants in Taiwan. Hier heb je een paar interessante happen:
Analysts said production was unlikely to restart for as long as there was a threat of aftershocks, contributing a loss of at least 50 basis points to Taiwan's quarterly economic growth figures.``Any product still in the product line will not be useful, and all the equipment will have to be adjusted. That will take half a month,'' said Oliver Fang, head of institutional sales at National Securities.
Analysts said makers of DRAM (Dynamic Random Access Memory) chips will be more affected than foundry chip makers, whose wafer production facilities run intermittently, but the prices of all IC products will rise sharply.
Taiwan contributes more than 65 percent toward global capacity of integrated circuit products, most of which are high value parts used in a wide variety of electronic products.
[...] Price projections for a 64-megabit DRAM chip range from US$17 to US$20 in the next few days. Thereafter, consolidation could shave off some gains, but even the most bearish analysts said prices would remain at a minimum of $15 for the next few weeks.
``Prices will remain tight until year-end,'' said Peter Tsao, head of research at ING Barings in Taipei.
