GlobalWafers rebound points to firmer semiconductor substrate demand

The wafer supplier's comments add another upstream signal that the chip cycle is strengthening. Stronger AI-related demand and higher utilization do not map one-for-one to memory prices, but they matter for memory producers because wafer availability and supplier utilization shape the cost and capacity backdrop for advanced semiconductor manufacturing. For RamTrend, this is a supply-chain indicator rather than a direct DRAM or NAND pricing event.