Macrofactors on the party of the market of memory

Recently one of the largest producers of silicon plates for Sumco semiconductors reported that sold out all capacities on 300mm to plates till 2026. Also company reported that does not see opportunities for accumulation of own capacities to satisfy demand. It is important news, as 300mm plates — the main raw materials for productions semiconductors. The most part of demand is taken away on themselves by producers of memory — DRAM and NAND. In today's article we will tell: why the statement of Sumco is so important for the market; as it will affect the memory market; why on it the investment open...