September 14th news, Xu Xiulan, chairman of Global Wafer, the world's third largest semiconductor silicon wafer factory, said yesterday at a pre-exhibition press conference at the "SEMICON Taiwan 2022 International Semiconductor Exhibition" that even though the semiconductor industry has been making noise recently, Global Wafer has recently signed new long contracts. The long contracts in hand have been maintained until after 2025, and there is no special change in prices. Due to the stable long contracts, overall, "no problem this year", and no advanced process customers have requested a temporary delay in pulling goods.
Xu Xiulan mentioned that as far as the current semiconductor industry is concerned, there are large differences in client demand. Some customers are not affected at all due to the slowdown in market conditions, some are slightly affected, and some are more affected at the impact levels. If we divide it into application fields, the demand in the fields of automotive, industrial and power electronic components is still very strong, and there is no downward revision, and consumer electronics and mobile phones are relatively weak.
Global wafers have strong fundamentals recently, with consolidated revenue in August of NT$6.27 billion, a record high, a month-on-month increase of 9.6% and a year-on-year increase of 21.8%; consolidated revenue in the first eight months was NT$45.84 billion, a year-on-year increase of 14.6%. Xu Xiulan said that demand for advanced advanced processes, automotive applications, etc. is still strong, "it seems to be no problem this year."
Even though a few customers have recently come to talk about the delay of some orders at the end of the year until next year's shipment, it is still in the "very early discussion stage". About one or two customers in the 8-inch semiconductor silicon wafer business have discussed this matter, considering the demand for advanced processes and automotive applications, and if there are other adjustments, Global Crystal can transfer production capacity to provide elastic support. In terms of
12-inch semiconductor silicon wafers, Xu Xiulan pointed out that the overall demand is still stable at present. If the terminal application is closer to the mobile phone, it will inevitably be affected by inventory pressure and needs to be delayed for one or two weeks, but it is under discussion and there is no default. She also announced that new long-term contracts will be signed in the third season, and the details will be explained to the public in the subsequent quarterly report.
is the long-term contract part. Xu Xiulan said that the long-term contract has been maintained until 2025, and the price has not changed particularly, and because the long-term contract is stable, overall, there is no problem this year, and there is no time to see advanced process customers say they need to be suspended.
On the other hand, a Korean media recently reported that Global Wafer had planned to build a new semiconductor silicon wafer factory in South Korea, but US Secretary of Commerce Raymondo made a phone call to transfer Global Wafer to the United States to build a new factory. Xu Xiulan clarified that it would not be a phone call to make the entire decision, but the total score of all factors added up to make the decision. Global Wafer has built two factories in South Korea and is still expanding its 12-inch silicon wafer production capacity. It is not that it will not invest or invest in South Korea after investing in the United States.
Xu Xiulan also mentioned that the team discussed and communicated with the US government from multiple parties, and finally decided to set up a factory in Texas, mainly after overall cost assessment, which is also an important consideration for American customers.
Editor: Xin Zhixun-Linzi Source: Economic Daily
