【Market Commentary】Not only are there relatively few companies manufacturing tools for 8-inch wafer fabrication today, but it is also both time- and cost-prohibitive for equipment manufacturers to restart production of 8-inch equipment.
These factors, combined with relatively low wafer selling prices, mean that foundries will find it unprofitable to expand their 8-inch capacities except through M&A, secondhand equipment purchases, or long-term commitments with customers to balance cost and profitability.
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