Sumco Soars But Their Downturn Recovery Still Remains Very Much A Work In Progress
Many semi names are re-rating based on record breaking revenue growth. That kinda makes sense. The silicon wafer manufacturers are rerating on not...
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Silicon Wafers-The Golden Goose With More To Give
Silicon wafer shipment numbers racked up a fourth consecutive year of record highs in 2017, increasing by 10% to 11,810 million square inches...
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Silicon Wafers- The Golden Goose That Keeps on Giving
According to the latest forecast from SEMI, details here, silicon wafer shipments are set to increase 8.2% in 2017, up from 3.2% in 2016....
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MS-Taiwan Index Earning Revision (Apr): China Steel, Formosa Plastics, Yuanta Financial
We analyzed MS-Taiwan's consensus for Apr 2026 and highlighted changes of EPS in China Steel, Formosa Plastics, Yuanta Financial, Nan Ya Plastics,...
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Silicon Wafer Soitec Up Sharply on Strong Earnings
French SOI silicon wafer manufacturer SOITEC (SOI NQ), global #6 by market share, announced strong results on October 18'th 2017 with second...
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