Sumco 3Q Results: Earnings Beat Consensus; Current Valuation Provides a Good Entry Point
Sumco Corp (3436 JP) reported its 3Q2019 results yesterday (06th November 2019) which saw revenue and operating income declining YoY as well as...
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Sumco: 2Q2019 Earnings Drop but the Decline Is Still Better Than Previous Downturns
Sumco reported 2Q2019 results on Tuesday (06th August 2019) which saw the company revenue and operating profit decline on a YoY as well as on a QoQ...
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Japan's Second Round of Export Restrictions Against Korea: 4 Candidate Products
The whitelist lifting means that Japan is now able to export restrict about 1,200 materials/products to Korea. It is expected that Japan will...
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Silicon Wafer Manufacturers’ Share Price Performance Diverges from Supply Demand Situation
Between writing our piece, The Fiasco That Is the Silicon Wafer Shortage to Continue Well into 2018 and Beyond, and now, there hasn’t been much...
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Semiconductor Silicon Wafers- Global Supply, Demand & Pricing Review Q2 2018
Silicon wafers are the basic building blocks and a critical supply-chain component underpinning a global semiconductor industry which clocked up...
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