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Wafer sales to benefit from demand, prices: Yuanta

Major silicon wafer suppliers’ sales last month met market expectations, and the positive effects of their price hikes are expected to persist in the second half of this year, Yuanta Securities Investment Consulting Co (元大投顧) said yesterday.
Wafers are expected to remain in short supply, benefiting major suppliers in the near term, Yuanta said in a research note.
GlobalWafers Inc (環球晶圓) posted record revenue of NT$6.04 billion (US$203.08 million) for last month, up 14.9 percent month-on-month and 25.8 percent year-on-year, which Yuanta attributed to intensive renewals of the company’s long-term agreements in the second quarter, resulting in higher average selling prices.
“We expect ....

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