GWC (6488 TT): The World's Third Largest Wafer Producer
Improving asset turnover, high level of cash sales, and good pricemomentum relative to its sector Wafer demand above supply should continue as top...
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Silicon Wafers for Semiconductors - Ugly Duckling Turns Golden Goose
After a decade-long period of declining ASP's, the price of silicon wafers bottomed out in mid-2016 and has been on an upward trajectory ever...
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Smartkarma: ECM Coverage Weekly Update (22 April 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.Accuracy Rate:Our...
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Globalwafers Placement - A Well Flagged Deal with Positive Industry Sentiment
Globalwafers Co Ltd (6488 TT) is looking to raise US$422m (TWD12,830m) through issuing 62m new GDS with an upsize option of 6m GDS. Proceeds will...
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Global Wafer Corp (6488 TT): Imminent Industry Consolidation a Positive; Company Visit Note Summary
Global Wafer (6488 TT): Purchase of Sun Edison Semi (Semi US) will move GWC to #3 global supplier and 17% market share, after Shin-Etsu and Sumco...
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