The Fiasco That Is the Silicon Wafer Shortage to Continue Well into 2018 and Beyond

Sumco Benefits from Rebound in Wafer Prices Following Demand-Supply Mismatch

Equity Analyst, LightStream Research

Farha Sabri

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Thematic (Sector/Industry)

Colombia Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<p>Between writing our piece, <a href="https://www.smartkarma.com/insights/the-fiasco-that-is-the-silicon-wafer-shortage-to-continue-well-into-2018-and-beyond" target="_blank" data-smartkarma-citation="insights:18565">The Fiasco That Is the Silicon Wafer Shortage to Continue Well into 2018 and Beyond</a>, and now, there hasn’t been much improvement on the silicon wafer shortage front. Manufacturers are still slow to adapt capacity expansions and price hikes on silicon wafers still continue to be implemented at double digit rates. In this insight, we will take a closer look at the key industries driving the demand for wafers, particularly from memory semiconductors. Moreover, we will also be looking at the slowdown in die shrinkage, another key factor causing the wafer supply shortage.</p>

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 improvement on the silicon wafer shortage front. Manufacturers are still slow to adapt capacity expansions and price hikes on silicon wafers still continue to be implemented at double digit rates. In this insight, we will take a closer look at the key industries driving the demand for wafers, particularly from memory semiconductors. Moreover, we will also be looking at the slowdown in die shrinkage, another key factor causing the wafer supply shortage.

Silicon Wafer Manufacturers’ Share Price Performance Diverges from Supply Demand Situation