The analyst is bullish on Wafer Works (6182), highlighting its strong growth prospects and key customer engagements, expecting significant volume qualification in the AI supply chain.
Wafer Works is in the sampling phase for multiple advanced wafer technologies with major customers like TSM, ON, TXN, STMicroelectronics, and Infineon. The company is spinning out SOI/GaN units to focus on AI supply chain capacity, with FY 2025 revenue growth expected at +13%.
DID YOU LISTEN ANON? What an insane long with Wafer Works. Up 4x in two months. Very impressed with myself - nobody had mentioned them on X or done a proper thesis post before me. TLDR on what they cover: 1. Square wafers in customer validation for $TSM CoPoS 2. SOI design-ins completed for SiPho / CPO (new from today's AGM) 3. GaN for PSUs 4. SiC for advanced packaging All are in the sampling phase now, so any one of those coverting to qualification w/ volume would be v. nice for Wafer Works. Especially to their more "meaty" customers like $TSM / $ON / $TXN / STMicroelectronics / Infineon. And from their AGM today: - FY 2025 rev: +13% - Spinning out SOI/GaN units as a high growth operational lever So more capacity focus towards AI supply chain customers rather than legacy automotive/EV's.
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