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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%Nov 28 4:00 PM EST
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From: booney12/4/2018 9:46:51 AM
1 Recommendation

Recommended By
Donald Wennerstrom

   of 95487
 
International semiconductor wafer prices, due to tight supply and strong demand, are expected to increase 20% in 2018 from the level at year-end 2017, according Doris Hsu, chairwoman of GlobalWafers.

The 12-inch segment will see the worst shortages, Hsu said. GlobalWafers has received orders occupying all its capacity through 2018 and its 16 plants worldwide will have to run 365 days in the year, she noted, adding it will increase capacity mainly for 12- and 8-inch wafers by about 7% through removing manufacturing bottlenecks in May-July 2018.

This is from Digitimes

https://www.digitimes.com/news/a20180202PD200.html

Somebody is planning on cranking out a lot of silicon...hmmm...maybe this time IS different.

Last week Brooks Automation reported earnings...from the conference call..

"We've seen a pickup in bookings and CCS following three consecutive quarters of lower revenue. We anticipate growth again for the remainder of the fiscal year as we believe the foundry spending will likely increase in the second half of the year."
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