Sumco Benefits from Rebound in Wafer Prices Following Demand-Supply Mismatch
Revenue and operating profits to soar on the back of increased wafer prices. Sumco has planned a 20% price hike in FY12/18 and we expect revenue...
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Sumco Vs. TEL: Wafers over Etchers
We believe that conditions within the semiconductor chain make the relative prospects for wafer manufacturers extremely attractive in terms of both...
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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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TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
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SUMCO (3436 JP) 60%+ Upside Potential Congestion Exit
Weekly Key elements :Testing key fractal at 2570....surpassing this level (daily close minimum) confirms the bullish exit from the range with a...
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