Silicon Wafers for Semiconductors - Ugly Duckling Turns Golden Goose
After a decade-long period of declining ASP's, the price of silicon wafers bottomed out in mid-2016 and has been on an upward trajectory ever...
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SUMCO Q225. Operating Profit Tanks As Depreciation Soars
A projected further increase in depreciation charges for the current quarter is forecasted to drive operating profit to negative ¥3.5 billion. Yikes!
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Sumco (3436): So, This Is How Slumps Die
Unprecidented growth in customer inventory is what started Sumco's slump, but now customers are reporting increased capacity utilization, driven by...
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SUMCO's Sobering Outlook For Silicon Wafers
Q423 revenues of ¥105.1 billion, +5% QoQ but -10% YoY. Q124 revenues -17% QoQ to ¥87 billion. EBITDA -33% QoQ to ¥22.1 billion. AI demand will...
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Silicon Wafers. SUMCO Sounds The Alarm As Inventory Continues To Climb
SUMCO's Operating Profit forecasted to fall by ¥8.6 billion QoQ in Q423. The company vowed to make "substantial" production cuts in a bid to bring...
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