The reduction in production in the memory industry affects the purchasing power of silicon wafer manufacturers

The global storage industry is experiencing a wave of production cuts, significantly reducing capital expenditures, and helping to reverse the market situation of oversupply of storage. The upstream requirements for silicon wafers will also be greatly reduced, which is not conducive to the future prospects of silicon wafer suppliers such as Universal Wafers, Taishengke, and Hejing. Silicon wafer manufacturers have bluntly stated that the poor memory market situation has indeed affected the purchasing power of silicon wafers.

According to industry insiders' analysis, the capacity utilization rate of wafer fabs producing logic chips is prone to fluctuations. Most memory factories mainly produce basic products. In most cases, they operate at full load and are the most stable and largest source of shipments for silicon wafer factories. Therefore, storage factories have slowed down investment and even reduced production.

At present, the market situation for logic chips and memory is poor. At the end of the third quarter, the market situation for 8-foot silicon wafers sharply declined. This season, there may be a surge towards 12 foot silicon wafers related to memory, and it will be extended to 12 foot silicon wafers applied to logic chips early next year. Some silicon wafer factories agree to long-term requirements from downstream customers, which can delay delivery times. Industry insiders believe that second and third line silicon wafer factories may be affected by more than first line manufacturers.

The silicon wafer factory bluntly stated that based on the current market situation, it is expected that some customers will negotiate to delay the transportation of goods, and most customers hope that they will solve other non long-term contract parts first, so they have to discuss the long-term contract part. However, there is still no compromise on the contract price. At the bottom of the last wave of semiconductor cycle, the industry only agreed with customers to delay the transportation of goods, but did not agree to reduce prices.

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