What They Say
DSCC published a blog post that showed that LCD input was up 9% in Q3 at 76.4 million m² with an expectation that Q4 will be just 1% down on that value. Fab utilisation has crept up although Korea is not enjoying that.
Gen 8.5 is slowing losing share to G10.5 fabs in China.
What We Think
There was nothing surprising in the data that DSCC put out, but if you are interested in utilisation and capacities, the charts in the blog are useful. (BR)
