Global Wafer Industry – Part 1 – Capacity Buildouts & Downcycle Potential – 25 October 2021

  • Public Equity
  • TMT
  • North America


Former SVP at Siltronic AG


  • Supply and demand dynamics across wafer sizes amid semiconductor shortages and spot price hikes
  • Capacity plans and potential demand pullbacks from OEMs (original equipment manufacturers)
  • Market volatility and scope for longer-term contracts along value chain to counteract this
  • Buildout dynamics across epitaxial wafers and polished wafers for NAND and DRAM, plus technology migration impacts on demand
  • Is global wafer demand sustainable in the medium-to-long term?


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