Posted by hstha > 2018-04-26 22:38 | Report Abuse

You should know that wafer acts like buffer.


When semiconductor demand increases, wafer shortage may prevent Kesm's net profit from increasing rapidly.

When semiconductor demand decreases, wafer utilisation rate will increase, so it may prevent Kesm's profit from decreasing rapidly.

That's why it is unlikely that Kesm's net profit will decrease rapidly.,,

Posted by hstha > 2018-04-26 23:19 | Report Abuse

https://www.businesstimes.com.sg/government-economy/singapore-factory-output-up-59-in-march-amid-strong-semiconductor-growth

Posted by hstha > 2018-04-26 23:20 | Report Abuse

Singapore factory output up 5.9% in March amid strong semiconductor growth