ireadtabloids on 10 February 2022
I must be tired. Took me extra digging to understand that they produce high quality defect free silicon wafers as raw material for the top foundries to use.
I guess on the plus side even if Sumco can’t expand much there’s a sign that there’s a lot of demand for computer chips that is expected to stay strong until at least 2026. Hopefully over the next 12 months we get something healthier for the consumer as investment in more production capacity starts to come online at the end of the year and slowly continue to restore the balance.
