The trend is to have more material sourced locally, because customers want to give you more turnkey jobs.

You can find suppliers here, but it's maybe two or three Taiwanese companies. In China, I can find 15 suppliers in the Shanghai area alone, and that makes it more competitive.

You can't afford not to be in China, but you can't afford to only be in China. Thailand is an insurance policy.

We'll do some innovative packages that need multiple dice or can take very large silicon in small package size--work that has more engineering input.

They're having eye jobs and forehead lifts so they don't get traded in for a new model.

A lot of employees have lost their jobs and, as I understand it, their pensions are probably in question now. This needs to be looked at.