In today’s briefing:
- Globalwafers (6488.TT): The Revenue Is Expected to Improve in 2H24F
Globalwafers (6488.TT): The Revenue Is Expected to Improve in 2H24F
- The sales of Jan 2024F were the lowest during 2022-2024F, indicating a likely downtrend for 1Q24F.
- Demand is expected to remain sluggish in 2Q24F, potentially resulting in decreased raw wafer demand for Logic and Memory in 2Q24F.
- The market for 12″ raw wafers is expected to have a more stable demand-supply balance, while raw wafers of 8” and smaller sizes could experience reduced demand in 1H24F.
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