Silicon Wafers Imminent Capacity Glut
Wafer demand in 2023 has fallen to just 86% of global capacity, lowest in a decade. It could take until 2026 for global supply and demand to return...
329 Views
SUMCO Q1’23 Revenues of ¥109.9 Billion, -6.4% QoQ but up 10% YoY. Q2'23 Flat QoQ
Q1’23 revenues of ¥109.9 billion, better than forecasted, down 6.4% QoQ but up 10% YoY.Q2'23 forecasted flat sequentially, no full year 2023...
424 Views
Siltronic Q1'23 Revenue €404.4 Million, -14.3% QoQ And -3% YoY. Q2'23 Flat QoQ
Q1’23 revenues of €404.4 million, -14.3% QoQ and -3% YoY. Q2'23 revenues to be flat sequentially. No second half recovery. Why? And why did...
319 Views
Globalwafers Q1'23 Revenues up 1% QoQ, 14.2% YoY
Q1’23 revenues of NT$18.6 billion, up 14.2% YoY and up ~1% QoQ. No specific Q2'23 forecast provided but we fully expect a sequential decline and...
268 Views
Globalwafers Q4 2022 Earnings Key Takeaways
Globalwafers is bucking the trend with a sequentially flat CY2023 revenue forecast. Q4 2022 delivered the company's twelfth successive quarter of...
297 Views