Semiconductor Silicon Wafers- Global Supply, Demand & Pricing Review Q2 2018
Silicon wafers are the basic building blocks and a critical supply-chain component underpinning a global semiconductor industry which clocked up...
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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...
111 Views
Focus on Outperforming EAFE SMID-Caps
Developed international equities (MSCI EAFE) have been underperforming relative to global equities (MSCI ACWI). However, within EAFE, SMID-caps...
806 Views
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...
960 Views
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!
155 Views