SUMCO Q1 FY2026. Largely As Expected. Share Price Correction Underway, Also As Expected.
Q2 FY2026 revenue guidance is ¥112 billion, up ¥10.6 billion sequentially, with the operating loss narrowing to ¥2.5 billion. AI-related demand for...
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Half of Recommendations on TOPIX Companies Are BUY. Highest Since 2011....
Since 2013 when the % of Buy recommendation to total hit a recently low of 43%, that percentage has slowly been inching upward to the current level...
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The Fiasco That Is the Silicon Wafer Shortage to Continue Well into 2018 and Beyond
Shortage of silicon wafers to grow on the back of increasing selling prices with very low levels of capacity expansion, and continuously...
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GlobalWafers Q1 2026. May Be Viewed As A Relatively Low Point In The Current Cycle !
GlobalWafers now provides simulated financials to show what the numbers would be if they hadn’t gone ahead with their expansion plans. Go figure!
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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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