Distributors change the Asian landscape

Article Abstract:

The electronics distribution market in Pan-Asia is taking shape as US distributors make their presence known and regional resellers continue their growth. The move by system assembly operations to focus on product development has left a void in the Asian market for value-added service providers, which distributors can fill. Successful distributors will be those that form close relationships with Asian manufacturers. Also, a pan-Asian strategy will be a requisite to success. Current countries where growth is most substantial include Thailand, Vietnam, Indonesia and the Philippines. China remains the largest potential in Asia, but government restrictions are preventing companies from establishing a presence there. Chinese companies often turn to distributors from Hong Kong for the component needs. Distributors in Asia are susceptible to the boom and bust cycle, which is prevalent in the region.

Computers, peripherals & software, Economic aspects, Forecasts and trends, Industry trend, Asia, Electronics industry, Southeast Asia, Distributors (Commerce), International markets, World Market

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AMD's last chance?

Article Abstract:

Advanced Micro Devices (AMD) Inc's chmn Jerry Sanders is a highly paid executive whose management style is being brought into question now that the semiconductor company is floundering while its competition, Intel, is prospering. Over the last 12 years, AMD stock has managed to reach only the same levels it experienced in 1984, while Intel stock has soared. AMD was started only one year after Intel and their revenue disparity was only $500 million -- $1.6 billion in sales for Intel in 1984 versus $1.1 billion for AMD in the same year. Some fault the growing disparity to Sanders, who is only present in the Silicon Valley three days a week; the other time he telecommutes from his Southern California home. Sanders has been criticized for having an unrealistic view of the company and for placing too much reliance in his subordinates.

Planning, Cover Story, Advanced Micro Devices Inc., AMD, Company business planning

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Pure foundry, pure profit

Article Abstract:

Taiwan Semiconductor Manufacturing Co (TSMC) should have been annoyed with its Taiwanese neighbor, United Microelectronics Corp (UMC) announced plans to take away some of its clients to partner in building foundries. But TSMC has been booked since Nov 1992 and will likely fill in the vacancies with new clients. TSMC cannot accomodate new customers until 1997, at which point it plans to open a $1 billion wafer plant, its sixth. Seventy percent of TSMC's clients are fabless manufacturers and the loss of 10% of its clientele to UMC will be quickly filled. UMC has three new foundries at a cost of $3 billion. The foundries will each be able to produce 25,000 8-inch wafers per month.

Taiwan Semiconductor Manufacturing Company Ltd., United Microelectronics Corp.

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