GlobalWafers had March sales up 18% m-o-m to reach a six month high of $166 million.

Q1 wafer revenues were down 13.3% y-o-y to $448.7 million which was flat with Q4.

Wafer Works’ March revenues increased about 13% m-o-m to $20.7 million. Q1 revenues were $$57.6 million which was up 1.2% q-o-q.

Traditionally H2 is better than H1 for wafer sales – and this is especially likely to be true this year if the virus is eliminated in H1.