RS Technologies (+70%)
Earnings:
Prime wafers.
Clear thesis confirmation.
Revenue increased 19% QoQ, from ¥6.35bn to ¥7.55bn, while operating profit rose 44%, from ¥1.33bn to ¥1.91bn.
Eight-inch monthly production capacity increased from 250,000 to 270,000 wafers, while shipment volumes reached record levels.
Reclaimed wafers.
Demand is healthy but with temp…