According to a report recently produced by the Department of Foreign
Investment in the United States, it is pointed out that the current
supply of global silicon sources is tight. China's Taiwanese wafer wafer
manufacturing giant Global wafers, and 70% to 80% of production
capacity by 2019 have been sold out.
The foreign investment report pointed out that the global wafer wafer
production capacity of 12-inch wafers has increased by 20% since the
first quarter of 2017. As for the 8-inch silicon wafers, prices have
risen by more than 10% since the third quarter of 2017. In this regard,
not only will global wafer management watch the rise of all sizes of
silicon wafers likely to continue until 2019, but it also implies that
70% to 80% of production capacity by 2019 before customers have been
ordered . dan202ut106
In fact, thanks to the continuous growth of semiconductor demand,
coupled with the gradual opening of the capacity of Chinese fabs, the
supply and demand of global silicon wafers have been seriously strained.
Under such circumstances, Global Wafer's operating performance in 2017
was dazzling. Consolidated revenues reached NT$46,213 million, an
increase of 150.8% from the previous year, and pre-tax net profit was
RMB6.875 billion, which was also an increase of 411.3% from the previous
year. The after-tax net profit attributable to the parent company was
5.275 billion yuan, an annual growth rate of 461.4%, and EPS per share
was 12.68 yuan, a record high. lm2678t-adj
After the global wafer was separated from Sino-American crystals, it
acquired the SunEdison semiconductor at the end of 2016 and became the
world's third-largest semiconductor silicon wafer fab, second only to
Japan's Shinho and Shenggao. Since 2017, the semiconductor silicon wafer
market has ushered in a super-economy cycle, with tight supply and
demand. Prices have been rising all the way, and it has also promoted
global wafer operations. Recently, there were rumors in the market that
due to the optimistic view of the future development of global wafers in
the silicon wafer market, China’s “National Integrated Circuit Industry
Investment Fund” (commonly known as the “Big Fund”), which specializes
in investment in the semiconductor industry, will acquire the global
wafer parent company Sino-US. Crystal to further control global wafer
production capacity. However, such news was immediately denied by
Sino-American crystal.
Although the news of mergers and acquisitions in the market was
denied, it also saw the future development of global wafers. In
particular, the semiconductor industry will continue to drive demand for
silicon wafers. In addition to the current semiconductor silicon
wafers, Global Wafer also invests in the production of new products, SiC
and GaN, to meet the needs of customers for new product applications.
Will boost sales revenue.
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