Wafer stocks have been pulverised with other AI names... and yet data is still good. Formosa Sumco monthly data is rising strongly, and the diverge...

Published Oct 21, 2026Updated Oct 21, 20262 min read

Wafer stocks have been pulverised with other AI names... and yet data is still good. Formosa Sumco monthly data is rising strongly, and the divergence with Sumco is getting wider...