The downstream applications of semiconductors are blowing cold air, and the cooling atmosphere has been felt from channels to IC design. There are also signs of loose production capacity in the foundry field. However, the supply and demand of upstream silicon wafers are still generally tight, and they are still in a "slightly hot mountain". mound". The legal person believes that, including related manufacturers such as Universal Crystal, Tai Sembcorp, and Hejing, the profit of the industry in the second half of the year should still be better than that of the first half of the year, with outstanding results.

The semiconductor silicon wafer fab Taiwan Sembcorp was established by a joint venture between Formosa Plastics Group and Japan's SUMCO. Lin Jiannan, Chairman of Formosa Plastics and Taiwan Sembcorp, pointed out a few days ago that, according to SUMCO's forecast, the global 12-inch silicon wafer will grow from 2022 to 2026. The average annual growth rate of circular demand is 9.4%, but the expansion of the silicon wafer industry cannot meet the demand in time, and the shortage of 12-inch silicon wafers for logic IC and memory has intensified. Expanded to 10%, and the shortage of 8-inch silicon wafers will also continue.

Even though there have been reports of slowing demand in various downstream applications including TVs, mobile phones, and laptops recently, industry insiders said that in response to medium and long-term development, the wafer foundry expansion plan is still ongoing and has not stopped. , so the demand for silicon wafers will continue to grow in the future.

If you look at the supply and demand of silicon wafers of various sizes, the silicon wafer industry has mentioned that the demand for 12-inch silicon wafers has always been the strongest, and the demand for 8-inch silicon wafers is also very good. Only the order visibility of 6-inch silicon wafers , does shorten a bit.