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半导体业内:晶圆代工环节稼动率的持续提升以及部分代工厂的满产将带来价格上涨弹性

Semiconductor industry: the continuous improvement of wafer foundry utilization rate and full production of some foundries will bring price increase elasticity.

Gelonghui Finance ·  Jun 17 22:07
According to China Fund News, 'The second half of the year cannot be said to be a supply shortage, but at least it will be in a good supply and demand state'. Zhao Qi, CEO of Chipbond Technology recently told reporters. The long-silent semiconductor industry has recently become lively. Taiwan Semiconductor has spread news of price increases for advanced processes and advanced packaging for 3nm and 5nm. And some institutions predict that Hua Hong Semiconductor may increase by 10% in the second half of the year, ending a two-year decline. It should be noted that 'involution' of wafer foundries has already shown signs of convergence. Although the price increase of wafer factories has not yet been established as a fact, the utilization rate of major wafer factories has significantly increased. Many manufacturers have reached full production, and even a utilization rate of more than 100%. It is believed that the continued improvement of the utilization rate of wafer foundry links and the full production of some foundries will bring price increases in the future.

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