Globalwafers (6488.TT): Stock Price Can Go Higher Even If Siltronic Mergence Case Failed
279 Views, 18 Jan 2022 23:07
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We think the chance for GlobalWafers mergence case to have the final approval could be high. Even if it finally failed, the raw wafer supply should be full until 2024.
This deal was granted by seven governments and organizations already. And it is still under review of Chinese and Japanese governments.
The deal will not change the worldwide raw wafer supply status, especially such supply tightness. To our understanding, the secrets to achieve success are cost reduction and resource management mostly.