Q2'23 Silicon Wafer Shipments +2% QoQ
Q2’23 silicon wafer shipments of 3,331 MSI, + 2.0% QoQ, -10% YoY. Inventory levels at record highs. We see ~14% overcapacity in 2023 with return...
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Silicon Wafers Imminent Capacity Glut
Wafer demand in 2023 has fallen to just 86% of global capacity, lowest in a decade. It could take until 2026 for global supply and demand to return...
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Semiconductor Silicon Wafers Segment Q4 2022 Roundup & 2023 Outlook
Despite the anticipated 5% YoY decline in wafer area shipments, we expect the sector to remain strongly profitable, bolstered by the impact of Long...
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GEM Weekly (11 Feb 2022): Indonesia, Malaysia, India Macro; Alibaba, Globalwafers, Ant, Bilibili
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Silicon Wafers. The Impact Of Covid-19 In Q1 And Likely Outlook For CY 2020.
With all of the major silicon wafer manufacturers now having reported Q1 earnings, it's clear that the impact of COVID-19 was relatively minor as...
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