Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
Sign in with Google. Opens in new tab
bearish
SUMCO Corp
Watchlist
SUMCO's Sobering Outlook For Silicon Wafers
Equity Bottom-Up
446 Views
22 Feb 2024 04:57
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 double wafers required for servers by 2027.
SUMMARY
(Sign Up to Access)
Full Insight
(Paid Plans Only, 10-minute read)
Related Insights
More »
Loading
Trending Collections
More »
Index Rebalance
Japan
Equity Bottom-Up
Sell / Short Ideas
India
Philippines
Event-Driven
China
US ECM
Asia Event-Driven
Trending Insights
More »
[Japan Index] Lifenet Insurance (7157) Super Green TOPIX Inclusion
Kawasaki Heavy (7012 JP): Cheaper than Peers with Index Inclusion Kicker
US Politics: ‘As Ye Sow…’
Japan Activism Briefs | Noritake, Square Enix, Eiken Chemical
Ohayo Japan | Fresh Records
Top Unpaywalled Insights
More »
Loading
Discussions
(Paid Plans Only)
Price Chart
(Sign Up to Access)
Insight Stream
Micron. So Long Legacy & Hello There HBM, Data Center & Leading Edge
25 Dec 2024
SUMCO Despairs On Legacy Rebound, EVs, China, Visibility Etc...
18 Nov 2024
Silicon Wafers Area Shipments Decline 14.3% YoY in 2023
08 Mar 2024
Silicon Wafers. SUMCO Sounds The Alarm As Inventory Continues To Climb
15 Nov 2023
SUMCO Q1’23 Revenues of ¥109.9 Billion, -6.4% QoQ but up 10% YoY. Q2'23 Flat QoQ
12 May 2023
Autonomous Driving- The Tesla Delusion
05 Apr 2018
Top
For Institutional Investors and Financial Services
For Corporate IR and Strategy
For Private Wealth Intermediaries
Pricing
Who We Are
Careers
FAQs
Research Provider Solutions
Syndicate your Publications
Compliance
Terms of Use
Privacy Policy
Press Kit
RSS Feeds
Request a Free Trial
Avail a Transition Account
Guest Posts on Smartkarma
Other Enquiries
Join TL;DR Community
Free Weekly Newsletters
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.54.9
x