In the fourth quarter, the wafer foundry market is still in a high boom situation, and concept stocks are concerned by the market. According to media reports, the supply of foundry production capacity continues to fall short of demand, and leading company United Microelectronics Corp will launch a new wave of price increases, mainly aimed at the three major customers whose revenues account for more than 30% of Prida's revenue, an increase of about 8% to 12%, effective January 2022. At present, United Microelectronics Corp's main customers include AMD, Qualcomm Inc, Texas Instruments Inc, NVIDIA Corp and other large manufacturers, as well as European orders from Infineon, Italian and French Semiconductors. United Microelectronics Corp stressed that this time, some customers will indeed sign long-term contracts for the new year, on the basis of reflecting the current market situation, price adjustment will be carried out. According to the industry, even if the fab foundry price increases quarterly, United Microelectronics Corp's production capacity has basically been "completely sold out" before 2022. The full-load operation of wafer foundry in the third quarter was affected by the higher-than-expected recovery of demand side, such as cars and electronic products, the market space of emerging industries such as 5G, new energy vehicles, intelligent driving and other emerging industries expanded, and the imbalance between supply and demand in the wafer foundry market continued. The production line maintained a fully loaded state and the performance maintained medium-to-high-speed growth. In September, sales in the Chinese semiconductor market totaled US $16.72 billion, up 24% from a year earlier and 1.58% from a month earlier, while global semiconductor sales in September were US $48.28 billion, up 27.6% from a year earlier and 2.33% from a month earlier. The downstream market demand of semiconductors is improving, and the industry is booming. Taiwan Semiconductor Manufacturing Co Ltd, Semiconductor Manufacturing International Corporation and other wafer foundry companies fourth-quarter performance forecasts show that the fourth-quarter wafer foundry market is still in a high boom, fourth-quarter revenue year-on-year, month-on-month continued to rise. The annual results show that the semiconductor contract manufacturing market is on the rise in 2021. ICinsights predicts that the global contract manufacturing market is expected to reach US $87.1 billion in 2021, an increase of 24% over the same period last year. According to data Bao of the Securities Times, there are a total of 19 concept stocks in the A-share market with the layout of wafers and semiconductor wafers. Today, 15 shares rose, and Sheng shares rose 6.4%. Shilanwei, Northern Huachuang and Yangjie Technology are all up more than 2%. Wafer industry concept stocks generally performed well in the first three quarters of this year, with 12 shares increasing their home net profit by more than 100% compared with the same period last year. Shanghai Silicon Industry-U ranked first in year-on-year growth of 5895.22%, followed by Silan Micro, Lion Micro, Central shares and other stocks. The third quarterly report of Shanghai Silicon Industry-U shows that the company achieved a net profit of 101 million yuan in the first three quarters, turning a loss into a profit compared with the same period last year. In a recent investor research activity, the company said that its subsidiary Okmetic currently has a production capacity of about 200000 wafers and 20, 000 SOI wafers, and is working to eliminate backward production capacity and increase 8 inch production capacity. Shilan Wei recently released a draft stock option incentive plan, which plans to grant 21.5 million stock options to nearly 2500 senior and middle-level managers and core technical (business) backbones at an exercise price of 51.27 yuan per share. The company said that the setting of performance indicators can promote incentives to work hard and improve the performance of listed companies. According to Lion's quarterly report, the net profit of returning to its mother was 404 million yuan, an increase of 119.67% over the same period last year. The company said that it had earlier laid out and completed the construction of a new 6-inch and 8-inch silicon wafer production line, and implemented the capacity improvement of the power device chip manufacturing line, which fully met the current hot market demand. The production and sales of major products have increased significantly.