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Non-Tech : Kirk's Market Thoughts

COHR 190.88

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Dec 22 3:59 PM EST

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To: Elroy who wrote (12169)	10/20/2021 10:41:24 AM
From: Kirk ©	Read Replies (2) of 26822

I read this bit on "capacity additions needed to meet growing demand" to be good news for capital equipment stocks. Silicon wafer shipments to log robust growth through 2024, says SEMI Jessie Shen, DIGITIMES, Taipei Wednesday 20 October 2021 Global silicon wafer area shipments will register robust growth through 2024, when about 16 billion square inches are forecast to be shipped, according to SEMI. Shipments for 2021 are expected to reach nearly 14 billion square inches in 2021, rising 13.9% on year and hitting a record high, said SEMI. The logic, foundry and memory sectors are contributing to the 2021 silicon shipment expansion, said SEMI. "We are seeing a significant increase in silicon shipments driven by strong secular demand for semiconductors across multiple end markets," said Inna Skvortsova, an analyst at SEMI. "The growth momentum is expected to continue in the following years but could be tempered by the slowing pace of the macroeconomic recovery and timing of the wafer manufacturing capacity additions needed to meet growing demand." digitimes.com

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