SUMCO Corp
3436: XTKS (JPN)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|yZ% | LOCK|!! | LOCK|yLfbcSy |
Silicon Wafer Producers See Stabilization in Second Half Despite Tariff Risks; Shares Undervalued
First-quarter 2025 operating margins of GlobalWafers, its parent Sino-American Silicon, and competitor Sumco all declined sequentially. All three firms suffered from tepid 200 mm wafer shipments and incurred ramp-up costs for their new facilities.
