It was reported on March 14 that the global semiconductor silicon wafer (semiconductor wafer) market continued to be tense. Although Taiwan's silicon wafer Sanxiong Global Wafer, Taisheng Technology and Hejing Technology have successively signed long-term supply contracts with customers, last year's sales were not The one-year long-term contract with the first wave of price increases in half a year is about to enter the stage of negotiating a new contract. Both Hejing Technology and Taisheng Technology will increase the price of the new contract, and the increase is close to about 10%. At the same time, Global Wafer will also gradually Raise the price.
According to industry analysts, this wave of demand for semiconductor silicon wafers is mainly because TSMC, Intel, Samsung and other foundry and integrated component factories (IDMs) have aggressively expanded their production capacity, pushing up the overall increase in the amount of silicon wafers.
According to the statistics of the International Semiconductor Industry Association (SEMI), the global semiconductor silicon wafer shipments increased by 14% year-on-year last year, and the related revenue increased by 13%, breaking the US$12 billion mark, both setting historical records. SEMI is also optimistic about the prospects of the global silicon wafer industry, and it is estimated that shipments will continue to strengthen until 2024.
Global Wafer, the largest semiconductor silicon wafer manufacturer in China and the third largest in the world, has always been the one with the highest proportion of silicon wafers in Taiwan, with an estimated proportion of 80 to 90%, so its performance has grown steadily. It is understood that most of the long-term contract prices signed by the company and customers are increasing year by year.
In the new wave of price increases, it is rumored in the industry that Hejing Technology is the industry with the most ferocious gains. Hejing Technology said that it would not comment on the quotation rumors, emphasizing that it will be adjusted according to market conditions.
Hejing is the world's sixth largest supplier of semiconductor silicon wafers and the world's top three heavy-doped silicon wafer manufacturers, with a past long-term ratio of only about 10%. According to industry reports, due to the strong demand from customers to consolidate supply, the proportion of Hejing Technology's long-term contracts has increased to 30%, mainly for 8-inch silicon wafers. Sign a long-term contract. Its long-term contract quotation will first sign a certain price level, and then fine-tune it according to market conditions.
At the same time, after Hejing Technology raised its silicon wafer quotation by a double-digit percentage in January this year, the quotation for the third quarter will be negotiated with customers in May and June. According to the market, there is still an opportunity to continue to raise the quotation by single digits. number percentage.
Taisheng Technology is a silicon wafer fab jointly established by Japan's largest silicon wafer manufacturer Sumco and Formosa Plastics. One of the differences in its operations this year is that the proportion of long-term contracts for 12-inch products has increased significantly. For 8-inch or 12-inch products, the proportion of the length has reached about 80%.
Taisheng Technology's performance in the first quarter of this year benefited from a double-digit percentage increase in long-term contract prices, so single-quarter revenue should also increase by a double-digit percentage quarterly. In the second quarter, the number of working days is more, so the continuous increase in revenue can be expected. After entering the third quarter, as some long-term customers renew their contracts, the quotations may increase again, which will help its performance to show a trend of increasing quarter by quarter from the first quarter to the third quarter.
