Added to YB: 2026-09-22
Pitch date: 2026-09-17
WAF.DE [bullish]
Siltronic AG
+8.85%
current return
Author Info
No bio for this author
Company Info
Siltronic AG, together with its subsidiaries, develops, produces, markets, and sells hyperpure silicon wafers for the semiconductor industry in Germany, Rest of Europe, the United States, Taiwan, Mainland China, South Korea, Rest of Asia, and internationally.
Market Cap
EUR 2.3B
Pitch Price
EUR 74.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.32
P/E
-12.01
EV/Sales
2.53
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Siltronic: Reaching an inflection point
WAF.DE (monitor): Siltronic appears near an upstream cyclical inflection: Intel raw-material growth has begun to turn, while peer GlobalWafers’ revenue swung from declines to +20% in July and +8% in August 2026. At €68 and 1x book, with a prior takeover offer at €145, upside could emerge as FabNext ramps; the key risk is whether its debt can be repaid or refinanced if recovery disappoints.
Read full article (3 min)