*#DRAM price hikes are unwarranted--Party Like It's 1999*

(4/n)

...utilization: #TSMC and #UMC operating at below 50% capacity; Chartered at 25%

Key Quote:
The article states that
👉"The capacity that resulted in 2001 came from the perception that demand would grow forever," indicating that manufacturers had built facilities during the 1999-2000 boom based on inflated demand expectations.👈

taipeitimes.com/News/biz/archi…

👉Well, couldn't that almost be an article from last week...? 👈

@jpturcotte

Chip recovery may come slowly

Miin Wu (吳敏求), chairman of Macronix International Co (旺宏電子), looks out his office window at the empty plant the nation\'s fourth-largest chipmaker built just as the semiconductor industry\'s boom turned to bust early this year.

^台北時報