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Sumco’s operating margin grew 6.4% sequentially and 11.9% y-o-y to 25.3%.
Together, Shin-Etsu and Sumco have over 50% market share .
GlobalWafers, the No.3 supplier, had a Q1 operating margin of 28.2%.
Wafer supply, particularly for 8- and 12-inch, will remain tight for two years, says Digitimes Research.
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