semiconductor silicon wafer out of stock, and Global wafer html announced on the 227th that it signed a long-term supply contract with a customer.
According to Taiwan's Economic Daily, Global Wafer spokesman Li Chongwei said that this is a supply contract with customers after 2020. Because the amount is quite large, it must be announced according to law. However, due to the confidentiality agreement between the two parties, details such as the customer's name, procurement quantity and amount cannot be disclosed.
legal person pointed out that judging from the new procurement contract signed by Global Wafers and customers, the orders that have been pre-ordered three years later, highlighting the out-of-stock silicon wafers will continue to burn to the grand occasion of 2020. There are even statistical estimates for
that this wave of semiconductor silicon wafer shortage will not be relieved until 2021.
According to the survey, the global demand for 12-inch silicon wafers will maintain a growth trend. It is estimated that the annual compound growth rate will be about 7.1% from this year to 2021, and the annual compound growth rate of 8-inch wafers will also reach 2.1%.
silicon wafer factory said that this wave of silicon wafer shortage is mainly related to the imbalance of market supply and demand. With the industry's new production capacity, is limited, but the rapid rise of mainland wafer factories and the huge demand is on the rise, silicon wafers are in short supply.
Li Chongwei said that the main demand for 12-inch wafers comes from advanced logic chips, memory and image sensors; 8-inch comes from the Internet of Things, automotive electronics, power management ICs and image sensors.
operators emphasized that 12-inch wafer fabs will rise at an annual growth rate of 5% in the next few years. Currently, the global total production capacity is 5.5 million pieces per month, which means that the global production capacity will be added every year by 200,000 to 300,000 pieces per year.
Regarding the price trend of silicon wafers, Global Wafer said that the price of silicon wafers per square inch last year was US$0.67, and rose to US$0.69 in the first quarter of this year, and reached US$0.76 in the previous quarter. Although the price has risen quarter by quarter this year, it is still lower than the average performance of US$1 in 2009, which means there is still room for price adjustment.
