Silicon Wafers Q3 2019. LTAs & Joint Investments Are Fixing Some Problems But Creating Others
Long Term Agreements (LTAs) signed as silicon wafer shortages worsened back in late 2017 have thus far helped wafer manufacturers survive the worst...
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Sumco 3Q Results: Earnings Beat Consensus; Current Valuation Provides a Good Entry Point
Sumco Corp (3436 JP)Â Â reported its 3Q2019 results yesterday (06th November 2019) which saw revenue and operating income declining YoY as well as...
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Sumco: 2Q2019 Earnings Drop but the Decline Is Still Better Than Previous Downturns
Sumco reported 2Q2019 results on Tuesday (06th August 2019) which saw the company revenue and operating profit decline on a YoY as well as on a QoQ...
541 Views
Japan's Second Round of Export Restrictions Against Korea: 4 Candidate Products
The whitelist lifting means that Japan is now able to export restrict about 1,200 materials/products to Korea. It is expected that Japan will...
538 Views
Silicon Wafer Manufacturers’ Share Price Performance Diverges from Supply Demand Situation
Between writing our piece, The Fiasco That Is the Silicon Wafer Shortage to Continue Well into 2018 and Beyond, and now, there hasn’t been much...
551 Views