Introduction: Recently, the world's leading semiconductor materials industry leader, Shintsuki Chemical, issued an official price increase notice, with the shipment price of all silicon-containing products rising by 10% to 20% since April.
Source: Xinyue Chemical
Regarding the price increase, Xinyue Chemical explained in a press release that, first, because China's strong demand has pushed up the material price of metal silicon , the market has experienced a shortage of supply; second, due to the cost pressure caused by the rise in cost prices of many auxiliary materials related to silicon products (such as methanol) and transportation .
price increase for silicon-containing products is 10%-20%. The new price will be effective from in April for all customers of Xinyue Chemical silicone business unit. The background is basically similar to many semiconductor manufacturers. The high production and logistics costs have weakened their profitability. Therefore, has raised the shipment price for the first time since 2017.
Figure: Silicon industry list
It is worth noting that this price increase only contains the silicone product , and does not contain , which has a direct impact on chip cost, which is semiconductor silicon product . The former mainly includes various industrial raw materials for compound oil, silicone resin , silicone rubber , and other compounds, while the latter mainly includes silicon wafer made of high-purity single crystal silicon . The two belong to two different categories of silicon material .
Xinyue Chemical includes six major business units, among which the electronics industry are closely related to: semiconductor silicon material business ranks first in the world , electronic functional materials business (packaging materials, photomasks, etc.) ranks second in the world, silicone business ranks fourth in the world, and special chemicals business (metal silicon, polyvinyl alcohol , etc.) ranks second in the world.
Although the price increase has not been affected, the market conditions of semiconductor silicon materials are also not optimistic .
Figure: Chong Yue agent semiconductor material
Xinyue Chemical's Taiwan agent Chongyue said that the price of silicone products will be raised simultaneously. It also revealed that the current materials closely related to the chip manufacturing industry, such as silicon wafer , photoresist and quartz , quartz , which are closely related to the chip manufacturing industry, do have a tight delivery time .
On the same day, Taiwan's 6-inch wafer foundry production capacity was in urgent need. Sources said that due to the increase in demand for analog chips (such as power management IC) and discrete power devices (including diodes and MOSFET), the six-inch wafer foundry's wafer production capacity was almost full in the third quarter of .
chip master believes that since materials, transportation, etc. belong to rigid cost , the impact of its price increase is industry-wide. Under the dual stimulation of this round of global price increase and downstream manufacturing demand, the price of semiconductor raw materials seems to be in danger .
