As the market is released, semiconductor silicon crystals may face price adjustments, attracting the attention of development industries. The operator responded that although it can be seen that the demand of downstream tourists has gradually recove...
As the market is released, semiconductor silicon crystals may face price adjustments, attracting the attention of development industries. The operator responded that although it can be seen that the demand of downstream tourists has gradually recovered, the overall supply and demand have not yet reached the level of equal supply and demand or insufficient supply. The market price at this stage is still viewed as a flat and no real price action has occurred.
Employees pointed out that with the support of demand for AI servers and vehicle semiconductors, it is confirmed that some customers are willing to expand their film investment, especially the inquiry of 12-inch silicon wafers has increased significantly compared with the same period last year. However, the supply side can still meet demand at present, and there is no room for adjustment for the price.
Employees pointed out that if demand continues to rise to supply and the pressure from external factors such as tax policies or rising raw material costs will be indeed possible to promote price reconciliation. Overall, although demand in the second half of the year looks back, we still need to observe the actual shipping energy and overall inventory digestion speed in the second half of the year, and then look at the actual supply and demand situations and cost changes.
