The Poor Sales Of Wafers Will Slow Down, And The Price Of Semiconductor Continues To Decline

According to the Taiwan Media Economic Daily on May 21, the recovery of the semiconductor market is not as good as expected, resulting in the upstreamThe wafer factory conditions are not good.On the one hand, the price of the contract is loose, and on the other hand, the expansion of production is slow. 

Industry insiders pointed out,Semiconductor prices began to reverse from the second quarter of last year. Silicon wafers are the basic materials for the semiconductor system.In February this year, the current cargo price of wafers began to fall, terminating for three years.Today, the contract price is also loose, revealing that the demand for the overall wafer manufacturing side is weaker than expected.Earlier, the current price of the current silicon wafer that was highly linked with the market conditions was adjusted, especially the smaller products.If the client proposes to adjust the contract price, the attitude of the silicon wafer factory is directly exempted.However, in the second quarter of this year, some of the firm positions of some silicon wafer fab have also begun to shake.

The wafer factory admits that the practice of negotiating with customers in terms of price can be a part of the shipment not complied with the contract price, and the level of shipping closer to the spot price can be shipped.People in the industry believe that if the slightest situation of silicon wafers is dragged longer, it may affect the expansion of the subsequent silicon wafer fabrics to expand its capacity.

Global Crystal is undergoing the expansion plan of the new US factories and the existing factories around the world. The new plant plan will be quarantined in the first quarter of 2025.As for the expansion of the existing factory area in other places, some are slightly delayed for 1 to 2 seasons for some reason; Taishengke has invested in the construction plan of the 12 -inch new plant in Yunlin Maiyu, and is planned to be completed and put into operation in 2024.

Anna-Riikka Vuorikari-ATIKAinen, chairman and chief business officer of the International Semiconductor Industry Association and the chief business officer of OKMETIC, said that the decline in the shipment of silicon chips has been reflected in the weak demand for semiconductors since the beginning of this year.The demand for memory chips and consumer electronics products has decreased the largest, while the automotive and industrial application market is relatively stable.It is understood that the International Semiconductor Industry Association said in the quarterly analysis report of its silicon wafer industry that global wafer shipments in the first quarter of 2023 fell 9.0%month -on -month to 3.265 billion square inch inch.100 million squares, a year -on -year decrease of 11.3%.