Someone is seeing value here as was I after the last cc. I bought a decent starter position after the cc. See my summary post of the cc for my rationale if interested.
Re firming prices.. . .. I put that in quotes bc that's what the article in the metal pages said.
What may be driving up the price is an article in digitimes saying pc sales are on the upswing, tablet and smart phone sales continue to break records. Ad to that the China govt purchase, and producers shutting and and the next cycle is likely underway ,