Siltronic AG : Reassuring earnings season from wafer suppliers; Tight supply-demand to continue until 2021/22 with no major macro shock
>Raw wafer shipments expected to grow in 2019 and beyond - According to SEMI’s latest data, silicon wafer shipments increased 2.9%/8.6% qoq/yoy to 3,255m square inches (sqi) in Q3 2018. The CY 2018 forecast of 12,445m sqi implies a qoq volume decline of -10% in Q4 18. SEMI also updated its silicon wafer shipment forecast for 2018-2021: it expects the market to grow at a CAGR of 4.4% to 13,778m sqi in 2021 from 12,445m in 2018. For the years individual 2018 to 2020 SE...Siltronic AG is a Germany-based producer of hyperpure silicon wafers. The Company offers polished wafers, epitaxial wafers and annealed wafers, among others. Its products are used for semiconductor components, including high-voltage applications, low resistivity devices in automotive engineering and telecommunications, as well as integrated microprocessors and memory modules for information processing in cell phones, laptops and other consumer goods. The Company also produces high reflectivity (HiREF) wafers, as well as PowerFZ wafers for power applications and Ultimate Silicon for complementary metal-oxide semiconductor (CMOS) applications. It operates production facilities in Europe, Asia and the United States.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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