SUMCO Corp

3436: XTKS (JPN)

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Silicon Wafer Producers Show Optimism as Interest in Long-Term Agreement Emerges; SAS Is Our Pick

Phelix Lee

Aug 12, 2026

Sumco, Sino-American Silicon, and its subsidiary GlobalWafers all said artificial intelligence applications are driving up wafer demand, filling up 300mm capacity and mildly supporting 200mm ones. GlobalWafers inked a 10-year long-term agreement with Micron and said more are being discussed.

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SUMCO Corp

Silicon Wafer Producers Show Optimism as Interest in Long-Term Agreement Emerges; SAS Is Our Pick

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