"These manufacturers would rather not have to send a truck to your home if something goes wrong with their product, " says Tony Massimini , an analyst with SemicoResearch in Scottsdale, Ariz.
In 2000 and 2001, as the industry switched to 12-inch wafers from 8-inch ones and to processors with features 0.13 microns (130 nanometers) wide from 0.18 microns, chipmakers were hobbled by delays, says Joanne Itow, managing director of manufacturing research at SemicoResearch.