Winbond Electronics approved a new NT$35.59 billion capex budget (US$1.2 billion) to expand memory chip manufacturing capacity in Taiwan, up from NT$5.3 billion early this year, media report. The memory chip price rebound also means the NT$5 billion to NT$6 billion in inventory losses Winbond wrote down earlier this year will be revalued and contribute to profitability. $Micron Tech(MU.US) $KLA(KLAC.US) $Lam Research(LRCX.US) $Applied Materials(AMAT.US) #SKhynix #Samsung #semiconductors
Source: Dan Nystedt
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