Word: semiconductor
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Dates: during 2000-2009
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...brightest dutifully took their places around the mahogany table and Premier Chang Chun-hsiung opened the floor to ideas. One came from banker-tycoon Jeffrey Koo, who said the meeting was a big waste of time because there were too many politicians present. Morris Chang, celebrity chairman of Taiwan Semiconductor Manufacturing Corp., said he didn't think 34 people could agree on anything. A couple of ministers noted that drastic measures were probably needed. Everyone ate mangoes. And then, finally, they made the day's only decision: to go home. "Nobody addressed the economic problems. They couldn't figure...
...nations in the region don't orchestrate a turnaround soon, the current slump might provide China with an opportunity to steal the show. Many foreign investors already shun Southeast Asian nations in favor of China's huge market and cheap manpower. The $1.9 billion that Motorola spent on a semiconductor plant in Tianjin last year was more than the company has invested in Malaysia in the past three decades. More companies are likely to choose China if the rest of Asia can't stimulate local demand, and quickly...
...suppliers still unsigned by VCE and with worldwide surplus-chip inventories estimated to be worth $30 billion, the company seems poised to take even greater advantage of the network effect. "The potential is huge," says John McCarthy, an e-business analyst for Forrester Research. Indeed, projections that the semiconductor business will shrink 17% this year seem to be a boon...
Software is my favorite sector. It's probably the least impacted by the telecom glut of overcapacity. But within the semiconductor space we have a number of investments, and one of our favorites is the world's largest semiconductor-packaging company, Amkor Technology. Their fundamentals right now are absolutely miserable, and they are losing money, but the stock has stopped going down in spite of the bad news. It is far and away the technology leader in semiconductor packaging...
...what great companies do. For photonic components, we still like Corning. That's going to be a great fiber-optic franchise, particularly because they make a lot of money selling the actual fiber, and one of their chief competitors, Lucent Technologies, is really a mess right now. On the semiconductor side, we've long been fans of PMC-Sierra and Vitesse. On the software side, in addition to liking Veritas, we're also big fans of BEA Systems...