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Very happy with the way Siltronic has traded through the turbulence of this month... a good sign that the catch up trade for wafers relative to DRA...

Published Mar 25, 2026Updated Mar 25, 20262 min read

Very happy with the way Siltronic has traded through the turbulence of this month... a good sign that the catch up trade for wafers relative to DRAM looks like holding water.

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