The semiconductor boom has spread to the most upstream silicon wafer material field. According to a report by Digitimes, people familiar with the matter revealed that the market for 8-inch silicon wafers has deteriorated sharply recently, and 12-inch silicon wafer products cannot escape the impact. May be larger than the first-tier factory.

Recently, the 8-inch silicon wafer market has suddenly turned sharply down, and it is estimated that it may spread to 12-inch memory silicon wafers and then to 12-inch logic chip applications. It is expected that clients will adjust their inventory from Q4 to Q1 next year.

The proportion of 8-inch silicon wafer products of Hexing is relatively high, and it may be the first to feel the fluctuation of market conditions, and Universal Crystal and Taiwan Sembcorp will also be gradually affected. Hejing said that the demand for 8-inch is still stable, but the current demand for 6-inch is indeed weak. Regarding the changes in market conditions, Xu Xiulan, chairman of Universal Crystal, said frankly a few days ago that some customers have more inventory pressure at the end of the year, and a few customers have come to discuss matters such as delaying the shipment of goods at the end of the year until early January next year, but it is still in the very early stage of discussion and communication. Taiwan Sembcorp said that this year it is still aiming for full production and full sales.

Silicon wafers are the most critical material for semiconductor manufacturing. Due to the continuous opening of new capacity in wafer factories, the demand for silicon wafers is expanding, and orders are still relatively stable. Today, the boom in the silicon wafer field has reversed, highlighting that the overall economic correction in the semiconductor field is more serious than expected, so that the most critical material pulling momentum is also affected.