Wafer ASPs and 7nm demand rise

- Leading‑edge epitaxial wafer supply is tightening, lifting wafer average selling prices as AI workloads drive demand for 7nm+ logic. - Analysts project 7nm+ logic could reach about one million wafers per month equivalent by CY2028, benefiting GlobalWafers, SUMCO and Shin‑Etsu. - Higher wafer ASPs and deferred CapEx mean tool and wafer suppliers capture margin now while buyers face longer lead times. (x.com) (x.com)