semiconductors — 2 leads
| Day | Found | Lead | Sector | Score | Catalyst | Src |
|---|---|---|---|---|---|---|
| Sat | Oct 3 | Toshiba's plan to double hard-drive output knocked Seagate and Western Digital 10%, but the parts it needs are still scarce Toshiba said on October 2, 2026 that it will double its data-center hard-drive capacity by fiscal 2027, and Seagate and Western Digital each fell about 10% — yet Toshiba buys the heads, platters and glass that Seagate and Western Digital make or secure themselves, and those suppliers are adding capacity far more slowly. | semiconductors | 68 | Seagate and Western Digital report September-quarter results in late October 2026; Hoya's Vietnam substrate plant is due to start in fiscal 2028 | 8 |
| Thu | Sep 24 | Silicon-wafer prices are rising for the first time in three years, and the wafer makers' shares have given the move back On August 24, 2026 Taiwan's three wafer makers raised prices at least 10% across every wafer size, the first increase in more than three years, and a September 18 UBS report said 300mm prices must rise 40–50% before anyone builds new capacity — yet SUMCO, GlobalWafers and Siltronic trade 29–41% below their summer highs and at or below where they stood before the increase; the opportunity is whether the 2027 contract resets turn a cost-recovery story into operating leverage at the handful of companies that make almost all of the world's wafers. | semiconductors | 74 | 2027 wafer supply terms are negotiated through Q4 2026; Taiwan wafer makers publish monthly revenue by the 10th of each month (October 10 and November 10, 2026) | 6 |
Subscribe to get daily leads by email.