Soitec (SOI) - Tuesday, Aug 20, 2024
Soitec is a leading supplier of specialty engineered wafers for semiconductor manufacturing, particularly in smartphone RF applications.
116 Views
SUMCO Despairs On Legacy Rebound, EVs, China, Visibility Etc...
There isn't much point in speculating about things we don't understand. We don't know whether it is a slow recovery or if there won't be a...
213 Views
Silicon Wafers. Recovery Is Nigh Yet Valuations Have Slumped To 5 Year Lows. But Why?
Silicon wafer area shipments increased 7.1% QoQ in Q224 while revenues of the top 4 players increased 12.3%. The segment is finally recovering but...
435 Views
Silicon Wafer Q124 Review, CY24 Outlook & Earthquake Risk
Q124 wafer shipments 2,834 MSI, -5% QoQ & -13.2% YoY. Revenues of top 4 were $2.2 billion, -10.4% QoQ & -20.8% YoY. Siltronic makes a good hedge...
283 Views
Siltronic To Exit Small Diameter Wafer Market by 2025
Ferrotec's 150mm capacity in China >6x since 2019. Siltronic's 150mm & smaller wafers no longer profitable.China likely now self-sufficient in...
391 Views