Silicon wafers will see their first broad-based price increase in over 3-years in January as demand for advanced process…
Silicon wafers will see their first broad-based price increase in over 3-years in January as demand for advanced process chip production shatters expectations, media report. Delivery of silicon wafers, the key ingredient in semiconductor manufacturing, has sped up, with orders originally set for Spring 2027 already fulfilled as customers pull forward delivery schedules by a quarter. (To be clear, fulfillment includes all 2026 and 1st quarter 2027). $SK Hynix(SKHY.US) $Micron Tech(MU.US) $SSNLF $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) #Kioxia #semiconductors
Source: Dan Nystedt
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