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To: Donald Wennerstrom who wrote (77290)10/4/2017 1:44:07 PM
From: Sam1 Recommendation

Recommended By
Donald Wennerstrom

  Respond to of 80567
This piece is about 6 weeks old, but remains relevant.

Silicon Wafers: M&A, Price Hikes

Silicon wafer capacity is also tight.

August 17th, 2017 - By: Mark LaPedus

Chipmakers need to keep a close eye on the silicon wafer industry, as the business continues to undergo a number of changes.

On one front, the silicon wafer industry continues to consolidate. Then, after years of suffering from an oversupply and falling prices, many silicon wafer vendors are experiencing tight supply and have begun to raise prices.

continues at

To: Donald Wennerstrom who wrote (77290)10/5/2017 2:12:21 PM
From: Kirk ©  Read Replies (3) | Respond to of 80567
Are we in a bubble?

Poll with bull and bear case:

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