GlobalWafers at full capacity across all wafer sizes, ASP hikes expected from 2027
BenBajarin · x · 2026-11-04
Ben Bajarin shared a report excerpt: GlobalWafers' 12" capacity is fully loaded, with 8" and 6" fabs also running near full utilization. Demand visibility is improving and broadening from advanced into mature nodes and smaller diameters. Management expects more LTA-driven ASP improvements from 2027; Q3 revenue grew >12% QoQ excluding the Novara fire impact — another sign of AI compute demand spilling into the silicon wafer supply chain.
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