Japan Chemicals: Interview with Sumco president, Shin-Etsu‘s new Mimasu Semiconductor facilities-20260728
花旗·2026-07-28 14:10
Flash | 28 Jul 2026 00:08:29 ET │ 8 pages Japan Chemicals Interview with Sumco president, Shin-Etsu's new Mimasu Semiconductor facilities CITI'S TAKE On July 27, Nikkei Crosstech published an interview with Sumco President Tatsuda. The main points were as follows. 1) Inventory adjustment effects still remain in the overall wafer market; however, the market is recovering heading into 2026 H2. 2) The wafer market has historically repeated a cycle where companies implement capacity expansion when demand grows, ...