According to the current market conditions, the demand for silicon wafers is still strong. It can be predicted that next year silicon wafers will still be in short supply, and next year’s price increase will be imperative. The estimated price increase rate is 30%. The recent storm in Kunshan, in turn, will trigger a semiconductor panic and usher in a crazy silicon wafer grab battle.
Kunshan officials announced on the evening of the 26th that the “unenforced†restriction of row and stop orders was issued. The industry believes that “Kunshan will be implemented sooner or later.†Since the local area is currently one of the most important semiconductor semiconductor wafer production centers in the country, once the restrictions are imposed on Kunshan Semiconductor, The industry storm triggered a new wave of silicon wafer rush wars.
Previously, Kunshan officially asked for a list of shutdowns. When the market focused on industries such as PCBs, which consumed large amounts of water, they did not notice that the company's subsidiary, China National Semiconductor Corporation, and the world’s third-largest semiconductor silicon wafer factory, Global Crystal, was located in Kunshan Zhongchen, an important production base in mainland China. In the local area.
Sino-American Crystal Group stated that Kunshan's production and operation are not affected, and it is considering raising the standard of sewage and avoiding future restrictions. The industry believes that mainland environmental protection regulations are increasingly stringent. Under regulatory variables, products that are out of stock in local factories such as silicon wafers in Kunshan may cause customer anxiety and must find alternative sources. Hejing and other companies are expected to make changes. Single effect.
The industry believes that Kunshan is one of the headquarters of Taiwanese factories. Although local officials announced yesterday that they had not implemented relevant regulations, “not implemented†does not mean “will not be implemented.†It is undoubtedly the trend of forecast policies and has left a shadow in the heart of Taiwanese factories. .
Analysts analyzed that in recent years, the mainland’s awareness of environmental protection has risen and many high-polluting industries have been rectified in succession, such as the recent shortage of serious passive aluminum aluminum electrolytic capacitors in aluminum foil materials. The factory in the middle of the factory was immediately suspended, and the completed factory was also immediately shut down, saying that the customs would shut down, allowing the original oversupply of aluminum foil to turn out to be out of stock. Whether the local Kunshan will have similar actions in the future will lead to tighter supply of semiconductor silicon wafers, which is worthy of attention.
Silicon wafers are the key raw materials for the semiconductor industry. Taiwan Semiconductor Manufacturing Co., Ltd. and other wafer foundry manufacturers cannot afford it. Recently, the capacity of Chinese wafer fabs has continued to expand, and the continued expansion of production by TSMC and other first-line operators has significantly increased the demand for silicon wafers. However, silicon wafer manufacturers have been cautious in expanding their production, and global supply of silicon wafers has been strained. The price has soared, and will continue to grow by 20-40% next year. In order to grab silicon wafers in the near future, many companies have adopted the “prepayment†method, “pay the money first, and then give the goods (silicon wafers)â€.
According to the analysis of the industry, Zhongchen mainly produces 4 to 8 silicon wafers, which is currently a relatively short product line. Since manufacturers that produce 4 to 8 wafers only have He Jing and other suppliers, the global supply is tight, and the Kunshan discharge restriction still exists. With the possibility of falling behind, it is bound to set off a material storm again. Hejing and other manufacturers are expected to attract more customers.
The Kunshan limit order incident has aroused great concern from all walks of life. Although the official announced yesterday (26) that it was “unimplemented,†the fact is that the PCB factory in Kunshan has gradually started to invest in the Midwest, so the PCB factory is operating in Kunshan. Has been non-focus.
As for assembly plants such as notebook computers, for example, the Wistron Kunshan Plant has absolutely no influence; although Lunflight announced yesterday, its Kunshan plant will temporarily suspend work from yesterday, but this is because the off-season adjustment of operating strategy has nothing to do with this incident.
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