Sumco, Sino-American Silicon, and its subsidiary GlobalWafers said artificial intelligence applications are driving wafer demand, leaving 300 mm in shortage and improving conditions for 200 mm. Sumco echoed its peers' view that prices are not high enough to warrant long-term agreements.
SAS’ diversified geographical presence gives it an edge in transportation costs.
Chinese entrants like National Silicon Industry Group will limit industry profitability once they scale up 300 mm wafer production.
Metric | 5483 | 3436 | SOI |
|---|---|---|---|
Price/Earnings (Normalized) | 19.09 | 120.58 | — |
Price/Book Value | 1.93 | 1.34 | 2.85 |
Price/Sales | 1.26 | 1.81 | 6.38 |
Price/Cash Flow | 5.46 | 6.88 | 27.60 |
Metric | 5483 | 3436 | SOI |
|---|---|---|---|
Quick Ratio | 1.08 | 1.46 | 2.47 |
Current Ratio | 1.31 | 3.37 | 3.35 |
Interest Coverage | 7.09 | −5.96 | −6.64 |
Metric | 5483 | 3436 | SOI |
|---|---|---|---|
Return on Assets (Normalized) | 3.57% | −1.89% | −0.53% |
Return on Equity (Normalized) | 19.42% | −3.75% | −0.96% |
Return on Invested Capital (Normalized) | 4.29% | −2.03% | −0.25% |
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| ASML Holding NV ADR ASML | LOCK|<$ZhqGx | LOCK|zV | $589B | |||
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| Advantest Corp ADTTF | — | LOCK|!g | $136B | |||
| Teradyne Inc TER | LOCK|&?<@y# | LOCK|&? | $41B | |||
| Qnity Electronics Inc Q | LOCK|hyGg<^x | LOCK|<vpdh | $26B | |||
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