SUMCO Corp

3436: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Silicon Wafer Producers See Stabilization in the Second Half Despite Tariff Risks

Phelix Lee

Aug 13, 2025

Second-quarter operating margins of GlobalWafers, its parent Sino-American Silicon, and competitor Sumco all dropped sequentially. All three firms were hurt by the strong US dollar and incurred ramp-up costs for their new facilities. The trio expects sales to be flattish or slightly up half on half.

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SUMCO Corp

Silicon Wafer Producers See Stabilization in the Second Half Despite Tariff Risks

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