Mr. Chris Hsieh

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  : : SMIC : : Investor Relations - [Cached Version]
  Published on: 6/20/2001    Last Visited: 6/8/2005  

  Chris Hsieh

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  Advanced Packaging Magazine - Semiconductor, IC... - [Cached Version]
  Published on: 4/1/2004    Last Visited: 4/28/2004  

  "Foundry capacity is currently running at a shortage and it's likely to get even worse as time progresses," said Chris Hsieh, senior technology analyst at ING Financial Markets in Taipei."Whoever has excess capacity is likely to catch the full potential of the upside."
  
  Hsieh said all chip companies are rushing to add production lines, but that a bottleneck on the equipment side is holding them back.Orders for new production equipment now can't be filled until the fourth quarter, after the peak season has passed.
  
  He predicted that UMC would benefit most from the capacity crunch since it has "timed the up cycle more correctly than TSMC" and acquired a chip plant from Silicon Integrated Systems Corp. in February, which will give it more capacity in coming quarters.

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  Analyst Coverage - [Cached Version]
  Published on: 6/23/2000    Last Visited: 7/21/2004  

  Chris Hsieh

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  Anchorage Daily News | SARS virus sparks fears in tech... - [Cached Version]
  Published on: 4/3/2003    Last Visited: 4/3/2003  

  Chris Hsieh, a semiconductor analyst at ING Barings Securities in Taipei, said that he has yet to see any serious interruptions in the tech industry.He said that engineers and designers could get by in the short-term by exchanging blueprints and other information on the Internet.
  
  Hsieh also said that so far most of the cases in China have been reported in Beijing and the southern province Guangdong, which abuts Hong Kong.Most Taiwanese companies - among the biggest tech investors in China - are clustered around Shanghai, farther up the southeastern coast, he said.
  
  But Hsieh noted that China has been slow to report its cases and the outbreak could be worse than expected.The tech industry could be seriously hurt if large numbers of line workers get sick and plants are closed, he said.
  
  "If they start to be attacked by the virus," he said, "then we'll see some slowdown in production."
  
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  Asia Times - Asia's most knowledgable news source - [Cached Version]
  Published on: 2/4/2004    Last Visited: 2/4/2004  

  "The foundries' chip growth for handset ICs [integrated circuits] will outpace that of PCs by more than two times," said Chris Hsieh, semiconductor analyst at ING.
  
  The advent of color-screen handsets and onboard digital cameras is driving sales.

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  Asia's Memory Chip Makers Play a Game of 'Survivor - [Cached Version]
  Published on: 6/15/2001    Last Visited: 1/21/2002  

  ``I think Taiwan is a marginal player, and I think in this downturn Taiwan probably plays as a pricing killer,'' slashing production costs with measures such as reduced testing times, said Chris Hsieh, semiconductor analyst at ING Barings in Taipei.
  
  Their cost advantage is leading many Japanese firms, who license technology to Taiwan manufacturers, to outsource their DRAM production, said one analyst at a European securities house.
  
  ``Taiwan should benefit.I think that (outsourcing) is a long-term trend,'' he said. ``I'm not negative on them.''
  
  However, a seismic shift would have to happen before a Taiwan firm breaks into the front ranks of DRAM players.
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  ``I think the Infineon and Toshiba company, if there's any, is likely to rely on ProMOS in a very big way,'' Hsieh said.
  
  ProMOS currently claims about five to six percent of global DRAM market share and sells its entire output to the German semiconductor firm, which markets the chips under the Infineon brand.
  
  On the losing end of that potential deal is Taiwan's Winbond Electronics, which cooperates with Toshiba on technology.
  
  Fears that Winbond could lose its source of technical innovation knocked Winbond shares down the seven percent daily trading limit to T$18.90 on Wednesday.

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  AsiaWise - [Cached Version]
  Published on: 7/22/2001    Last Visited: 4/4/2002  

  ING Barings analyst Chris Hsieh also said he believed Morris Chang's prediction would come out at the lower end of the scale."The low end looks likely, probably 25% in 10 years, I think that's possible.50%, I think that's a challenge," he said.
  
  Challenges, though, are what the foundry industry has been overcoming since it began.First, the critics said chip foundries would find it hard to stay afloat at a time when companies like Motorola and IBM manufactured chips for companies without their own plants.That was years ago.Now, Motorola is farming out orders to TSMC.
  
  Then, pundits said the foundries would stumble on technology.

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  Associated Press - [Cached Version]
  Published on: 4/3/2003    Last Visited: 4/3/2003  

  Chris Hsieh, a semiconductor analyst at ING Barings Securities in Taipei, said that he has yet to see any serious interruptions in the tech industry.He said that engineers and designers could get by in the short-term by exchanging blueprints and other information on the Internet.
  
  Hsieh also said that so far most of the cases in China have been reported in Beijing and the southern province Guangdong, which abuts Hong Kong.Most Taiwanese companies among the biggest tech investors in China are clustered around Shanghai, farther up the southeastern coast, he said.
  
  But Hsieh noted that China has been slow to report its cases and the outbreak could be worse than expected.The tech industry could be seriously hurt if large numbers of line workers get sick and plants are closed, he said.
  
  "If they start to be attacked by the virus," he said, "then we'll see some slowdown in production."
  
  Copyright Associated Press.All rights reserved.

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  Breaking News: Reuters - [Cached Version]
  Published on: 10/7/2001    Last Visited: 7/11/2002  

  "If you look at all the players with market share in the wireless space ... all of them are TSMC customers," said ING Barings semiconductor analyst Chris Hsieh.
  
  Helping Taiwan technology manufacturers survive weak global demand could be a rising trend toward outsourcing for Japanese and U.S. companies pressured by falling profit margins.
  
  In the latest example of major chipmakers outsourcing more to cut costs, Motorola Inc MOT.N cut 7,000 jobs in June and said it would shift more production to TSMC.
  
  United Microelectronics Corp (UMC) UMC.N , the second-largest contract chipmaker, posted similar sequential growth as the global semiconductor sector crawls back from its worst-ever sales downturn in 2001.

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  Business Day - [Cached Version]
  Published on: 2/11/2004    Last Visited: 2/11/2004  

  Chris Hsieh, regional head of Asian technology research at ING in Taipei, said the downturn had convinced IDMs of the need for further streamlining of their operations .
  
  "IDMs have to watch their cost competitiveness," Hsieh said.
  
  IDMs viewed assembly and testing as well suited to outsourcing, requiring less disclosure of proprietary technology than in the upstream areas of chip making, he said.
  
  Companies such as AMD, Fujitsu and Toshiba are seen as likely candidates for further spin-offs of testing and packaging operations.

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