Featured · Silicon
Wafer prices are set to jump 40%. Sumco still won't build.
UBS rates every major wafer maker a Buy except Sumco, whose president says the reported 2027 contract hikes, 15% to more than 40%, do not cover the cost of new capacity, and who will sign no renewals and break no ground. The stalemate resolves only through price, and the AI stack pays it.
· 3 min read
