The Fiasco That Is the Silicon Wafer Shortage to Continue Well into 2018 and Beyond
Shortage of silicon wafers to grow on the back of increasing selling prices with very low levels of capacity expansion, and continuously...
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Sumco Benefits from Rebound in Wafer Prices Following Demand-Supply Mismatch
Revenue and operating profits to soar on the back of increased wafer prices. Sumco has planned a 20% price hike in FY12/18 and we expect revenue...
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Sumco Vs. TEL: Wafers over Etchers
We believe that conditions within the semiconductor chain make the relative prospects for wafer manufacturers extremely attractive in terms of both...
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Silicon Wafers-The Golden Goose With More To Give
Silicon wafer shipment numbers racked up a fourth consecutive year of record highs in 2017, increasing by 10% to 11,810 million square inches...
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TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
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