WTF? WAFERS, TOO FAR?

This is a free preview of a paid episode. To hear more, visit www.russell-clark.comAfter the surge in DRAM and NAND prices, I thought wafer prices would be the next to go. For context, DRAM prices remain substantially higher than a year ago.If you want an industry primer on wafers, have a look at this note from Brevarthan Research. So what has been going on in the wafer space?