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 against earthquake-induced wafer supply shock.
What is covered in the Full Insight:
Q124 Review
CY24 Forecast
Earthquake Impact
Earnings Call Takeaways
Investment Suggestions
SUMMARY
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