2022 challenges and opportunities
・Good start into 2022
・Continued strong demand and high fab loading expected
・Positive market momentum and significant price increases expected
・Inflation related cost increases will have significant negative impact on earnings
・Very high capex due to front loaded spend for expansion projects
Siltronicのプレゼン資料から。
2022 challenges and opportunities
・Good start into 2022
・Continued strong demand and high fab loading expected
・Positive market momentum and significant price increases expected
・Inflation related cost increases will have significant negative impact on earnings
・Very high capex due to front loaded spend for expansion projects
需要の強さ・高い稼働率、非常に大きな単価上昇、能力拡張のための多額の設備投資ということでやはりウェハーはどこも同じ見通しだなという感想。
リンクはこちら。
https://www.siltronic.com/fileadmin/investorrelations/2021/Quartal4/20220202_Siltronic_Preliminary_Figures_2021_Presentation.pdf