According to Taiwan’s Economic Daily News reported that the current semiconductor silicon wafer market, there is a long contract customer asked to delay the pull, the spot price recently began to lead the decline, which is the first time in the past three years, the price reductions, and from 6-inch, 8-inch spread all the way to 12-inch.
Some manufacturers said that at this stage the fab side silicon wafer inventory is “more to full out”, and still needs time to digest.
Silicon wafers for TSMC, Intel, Samsung, UMC, and another wafer fab production necessary raw materials, are the key indicator to observe the dynamics of the semiconductor boom, especially if the spot price is close to the current market conditions, more than the contract price to reflect market dynamics in the first place.
At this stage, the silicon wafer spot quotation, the industry is some three months, and most of them are updated once every six months. Silicon wafer fabs frankly, accept the spot price adjustment, because “now we must first seek to sell to move”.
The media pointed out that in the relatively weakest demand for 6-inch silicon wafers, the spot price fell by about a single-digit percentage this quarter; as for 8-inch silicon wafers, there is a slight drop in the spot price of items, but also because of the continued shortage of supply and a small increase in items, on average, little change. The 12-inch silicon wafers’ spot price is relatively stable, but manufacturers confessed that customers have requested a price reduction, and the two sides are negotiating.
