Siltronic: Breakout Opportunity after Bullish Statements from Dell and Speculation on Shortages in Wafers!

The stock of Siltronic now offers a breakout opportunity from the base. The background is bullish statements from Dell and potential shortages in wafers. Dell: Implications for Siltronic 1. AI accelerators like those from Nvidia are massive chips with a lot of wafer area. They also require massively connected HBM. Dell points out that capacities in the most advanced manufacturing processes are booked out a year in advance, and now older production lines are filling up as well. This means: Chip factories are operating at full capacity and consuming...