Global Crystal recently released its consolidated revenue data for the third quarter of 18.053 billion yuan (NTD, the same below) hit a record high.
has entered the fourth quarter, and the semiconductor production chain is still adjusting its inventory. In addition, the off-season has begun to enter the market. The news that silicon wafer fabs have also begun to be impacted and orders have declined. However, thanks to its long-term contract with customers, the capacity utilization rate of 8-inch and 12-inch silicon wafers remains full.
The market uncertainty next year is increasing, and the silicon wafer market may face customer order corrections, but the industry still expects that the supply of 12-inch silicon wafers will be tight next year, but the supply gap will narrow compared with expectations.
At present, global inflation pressure remains high, consumer electronics sales are sluggish and inventory remains high, the semiconductor production chain strives to destock, and silicon wafer customers are facing higher inventory, and many of them are interested in delaying the pull-in. However, Global Crystal believes that the overall environmental uncertainty is increasing, and the demand for customers with weak competitiveness has begun to be downgraded one after another, but the correction of the demand for 12-inch silicon wafers by front-line customers is still not obvious, and the momentum of pulling goods remains stable.
Global Crystal has signed a long-term contract with customers, and the existing fourth quarter orders are enough to maintain the capacity utilization rate of 8-inch and 12-inch silicon wafers. But Global Crystal also pointed out that demand for small-sized silicon wafers such as 6-inch has indeed seen a decline.
Looking ahead to next year, if high inflation continues for too long, terminal demand will continue to correct downward, and demand for silicon wafers of all sizes will be affected.
