Institution: It Is Predicted That The Sales Of Silicon Wafers In 2024 Will Increase By 6%

　TECHCET Previous forecast 2024 The sales of silicon wafers will grow 6%But now facing growth barriers.

　　TECHCET Executive Officer and President Lita Shon-Roy Represents: 9 The excess silicon wafer inventory held by the monthly chip manufacturer surprised everyone.

　　SOI Although wafer cannot avoid the impact of this trend, it is unlikely to be affected by the same.Not clear so far 2024 The increase in annual income and shipments.  However, the shipment will undoubtedly be lower than the overall wafer operating volume (chip production) experienced by the equipment manufacturer.

　　TECHCET It is said that the utilization rate of silicon wafers has been declining, but it is expected to rise in the next two quarters.In any case, due to the effect of long -term agreement,300 The price of millimeter wafers is generally upward,TECHCET Chief Mike Walden express.At the same time, people are worried 200 There may be excess supply in millimeter wafers, mainly because Chinese suppliers continue to increase production.In addition, according to the development of the wafer market, a leading supplier has decided 2025 Stopping production diameter a year ago is 150 Millimeters and smaller wafers.

The continuous upgrading of Sino -US trade tensions may have a profound impact on the semiconductor market and silicon wafer industry.For example, as China continues to work hard to build a self -sufficient silicon wafer industry, China may eventually lose the Chinese market.Foreign (non -China) wafer manufacturers will eventually be crowded out of the Chinese market by these domestic companies.This situation has happened 200 On the millimeter wafer, as China is in 300 The production of millimeter silicon wafers has achieved greater success. This situation is likely to occur in 300 On millimeter wafer, maybe again 3-5 Year.NSIG of Zing Semiconductor Investment exceeds 18 It will be over 100 million dollars to double the production capacity. The goal is to produce monthly output every month 120 Tens of thousands of pieces 300 Micrine wafers clearly indicate that the market dynamics may change.

Global Crystal: No "this yearV"type It will be significantly rising next year

Global Jing held a shareholders' meeting earlier. Chairman Xu Xiulan said that this year's operations are expected to grow quarterly, but cars, mobile phones andThe weakened demand in the industrial market is impact, and the rise of the recovery is more relaxed than expected.VType rebound. "To6moon12Some information systems encountered a hacker attack on the day of the day. The attacking system was a server in the United States.FBIafter,FBILet's start the investigation immediately and assist it.18In the factory area, the architecture is quite complicated, so the division is cut on the processing2Segmentation, Break the point first and then make the production areaisolatePrevent diffusion.All the attacks this time are usedWindowsExecute,fortunateERPThe system is not affected!At present, important production areas have been restored to production.

Xu Xiulan said that Italy New12Inch factory1Percomation is expected to invest4.2100 million euros, government subsidies are near25%, The first3Send -see customers, mass production next year, monthly production capacity will not be available10Thousands of pieces, I look forward to the future market share in Europe is expected to be more current30%, Then improve upwards.As for Dezhou, USA12Inch factory will4Season delivery, voteContract22100 million US dollars, I look forward to getting good subsidies, and is currently discussing details with relevant US government units.

Xiulan said, No.1The season will be the bottom of this year's operation. The performance is expected to grow quarterly, but the first2The rising level may be less than expected, and the performance in the second half of the year is also limited than the first half of the year. It is expected that the operation will be significantly rising next year.Memories include dynamic random access memory (DRAM) And storage pop -up memory (NAND Flash), And efficient energy operations (HPC) The demand is strong, but the demand for automobiles, mobile phones and industrial markets is weak. It is mainly because customers continue to destroy inventory. In addition, there are still uncertain factors, which will affect customers to conservatives.

As for the semiconductor part of the compound, Xu Xiulan believes that Global Crystal last year (SiC) Performance growth10More, originally optimistic about this year's performance, it is expected to grow again2to3Double, but due to the weak demand in the electric vehicle market, and the opening of China's new capacity, the product price is facing the decline in decline. This year's performance will be lower than expected, and the increase will increase.50%。