On May 16, 2007, at 4:11 AM, Frank Coenen wrote:
Sean, does this have to do with the recent shortage on LCD-displays
in Taiwan?
- Source: http://www.digitimes.com/systems/a20070508PD204.html
Quote:
"The supply of 2.2- to 2.5-inch panels for entry and medium-level
DSCs began running short of demand by about 10% early last month
and the shortage is getting worse, the sources indicated. A slight
shortage of 2.8 - to 3-inch panels for high-end DSCs has also
occurred, the sources noted."
The LCMs have been a problem in the past but right now this seems to
be just a more general delay.
-Sean
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