The wave of price increases in the semiconductor industry is being transmitted from the bottom up, and silicon wafers, which are the “manufacturing cornerstone” of chips, have ushered in a full-size price increase for the first time in three years. Recently, according to relevant media reports, the semiconductor silicon wafer market experienced a wave of full-size price increases for the first time in three years, covering the full 6 inch, 8 inch, and 12 inch series. In fact, in May of this year, overseas leaders carried out the second round of price increases during the year, mainly focusing on 12-inch and high-end special silicon wafers. Prices for advanced processes are strong, and mature process products are rising one after another. Faced with the restructuring of the supply and demand pattern, some domestic silicon wafer manufacturers followed up on price adjustments in June. In the latest interim report, a number of leading companies confirmed that the silicon wafer industry has returned to the price increase cycle and are optimistic that the price increase trend will continue further. However, due to early price locking restrictions, the rise in the spot market also diverged from the established price of the Changxie order. There is a time gap between the transmission of price increases to performance, and some manufacturers expect dividends to be gradually released in the second half of the year.

Zhitongcaijing · 2d ago
The wave of price increases in the semiconductor industry is being transmitted from the bottom up, and silicon wafers, which are the “manufacturing cornerstone” of chips, have ushered in a full-size price increase for the first time in three years. Recently, according to relevant media reports, the semiconductor silicon wafer market experienced a wave of full-size price increases for the first time in three years, covering the full range of 6 inch, 8 inch, and 12 inch models. In fact, in May of this year, overseas leaders carried out the second round of price increases during the year, mainly focusing on 12-inch and high-end special silicon wafers. Prices for advanced processes are strong, and mature process products are rising one after another. Faced with the restructuring of the supply and demand pattern, some domestic silicon wafer manufacturers followed up on price adjustments in June. In the latest interim report, a number of leading companies confirmed that the silicon wafer industry has returned to the price increase cycle and are optimistic that the price increase trend will continue further. However, due to early price locking restrictions, the rise in the spot market also diverged from the established price of the Changxie order. There is a time gap between the transmission of price increases to performance, and some manufacturers expect dividends to be gradually released in the second half of the year.