International e-commerce information learned from Taiwan media on the 21st that Xu Xiulan, chairman of Global Crystal, the world's third largest semiconductor silicon wafer fab, said at the shareholders' meeting today (21st) that the price of the latest signed long-term contract is higher than 1-2 months ago, and the price of long-term contracts is showing a continuous upward trend. It is expected that 2023 will be higher than before, and there will be almost no spot volume available in the next few years...
According to Juheng.com, Global Crystal Chairman Xu Xiulan said on the 21st that the price of the company's latest signed long-term contracts is higher than 1 or 2 months ago, and the price of long-term contracts continues to rise, and it is expected that next year and the year after will be higher than this year.
Regarding whether Samsung's recent suspension of new purchase orders involves silicon wafers, she pointed out that Samsung's demand for small sizes is indeed not as strong as before, but large sizes such as 8-inch and 12-inch have not been affected at all. The parts that were previously missing due to earthquakes and other factors were also requested by Samsung to make up for the goods.
Regarding the location of the Global Crystal New Factory, Xu Xiulan revealed that she will make a decision before the end of June, but has excluded Southeast Asia, Japan and other places.
Among them, due to the high construction costs and the nearby customers are different from the target customers of the new factory, Japan already has 5 factories with complete layout and considering risk management and other factors.
: Regarding the current market concerns that the industry will oversupply in the future, Xu Xiulan believes that the long-term demand for semiconductors will definitely grow, especially in advanced processes, and oversupply is a short-term situation. Moreover, the new production capacity will be about two years later, and the situation that will interfere with the market should be almost over and demand will be expected to return to normal track.
She said that if there is no plan to acquire Shichuang, it will start earlier, and the company's competitiveness is OK, so it is impossible to not build a factory if the industry is oversupply; and if there is no long-term contract or advance payment guarantee, the factory will not be started, and at least 80% of the production capacity will be sold out this time.
Editor: Elaine
