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Guru3D.com » News » Shortage Now Also Pushes Wafer Prices Upwards

Shortage Now Also Pushes Wafer Prices Upwards

by Hilbert Hagedoorn on: 03/14/2018 08:39 AM | source: | 30 comment(s)
Shortage Now Also Pushes Wafer Prices Upwards

Yet another shortage is driving up prices. Silicon wafers will continue to experience tight supply in 2018, driven by robust demand from IC foundries. Taiwan-based GlobalWafers and Formosa Sumco Technology (FST) are both among the beneficiaries including Shin Etsu, Sumco, Siltronic and SK Siltron.

China-based foundry startups' aggressive expansions, as well as the arrival of new production capacities at Intel, TSMC and other major foundries, led to the tight supply of silicon wafers mainly 12- and 8-inch ones, the sources indicated, reports DigiTimes:

Silicon wafer quotes already rose 15-20% in 2017 as a result of tight supply, said the sources, adding that prices are likely to increase further by at least 20% in 2018 to reflect the ongoing tight supply. The price rally will continue to boost silicon wafer providers' revenues and profitability.

  

  

In addition, chipmakers are willing to accept high prices in order to secure enough supplies from their upstream wafer providers, the sources noted. Many of them have struck long-term deals with their wafer suppliers.

GlobalWafers, which acquired SunEdison Semiconductor in late 2016 and has become the world's third-largest silicon wafer company, saw its 2017 revenues climb to a record high of NT$46.21 billion (US$1.58 billion). The Taiwan-based company generated net profits of NT$3.29 billion in the first three quarters of 2017, up 196% from a year earlier, with EPS reaching NT$8.06.

GlobalWafers will report EPS of over NT$12 for 2017, according to market watchers. As the supply of silicon wafers is expected to stay tight through 2021, GlobalWafers, which supplies about 18% of the overall silicon wafers produced worldwide, will enjoy impressive revenue and profit growth over the next three years, the watchers indicated.

GlobalWafers is capable of producing 750,000 12-inch silicon wafers and 1.05 million 8-inch wafers a month. The Taiwan-based company holds an around 14% share of the 12-inch silicon wafer market and a more than 20% share of the 8-inch wafer segment, the watchers said.

FST's EPS is expected to reach between NT$2.80 and NT$3 in 2017, and EPS for 2018 is set to surge significantly, the watchers indicated. The company has reported EPS for the first three quarters of 2017 arrived at NT$1.97.

GlobalWafers's revenues totaled NT$9.03 billion for the first two months of 2018, up 38.9% from a year earlier, while revenues at FST climbed 27.4% on year to NT$2.52 billion.



Shortage Now Also Pushes Wafer Prices Upwards




« In-Win WinBot Sphere Chassis Will Actually Go on Sale · Shortage Now Also Pushes Wafer Prices Upwards · AMD Security Vulnerability – The Day After - Seems Financially Motivated »

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cryohellinc
Senior Member



Posts: 3496
Joined: 2014-10-20

#5528023 Posted on: 03/14/2018 08:56 AM
This all starts to sound like some form of Industry-Wide cartel agreement.

XP-200
Senior Member



Posts: 5861
Joined: 2003-04-05

#5528027 Posted on: 03/14/2018 09:02 AM
I don't undertand, in my local BM there have plenty of wafers, yes they are pink, but still they have plenty.:p

Spider4423
Member



Posts: 76
Joined: 2008-01-30

#5528046 Posted on: 03/14/2018 09:58 AM
This all starts to sound like some form of Industry-Wide cartel agreement.


First HDD then RAM...

fantaskarsef
Senior Member



Posts: 13078
Joined: 2014-07-21

#5528047 Posted on: 03/14/2018 10:00 AM
First HDD then RAM...


HDD was because they had too much water (flooding), now it's because of too little... the sad part is, the money this costs more will not be invested to prevent such conditions in the future, because then they can charge more again.

fOrTy_7
Senior Member



Posts: 345
Joined: 2005-06-18

#5528075 Posted on: 03/14/2018 11:45 AM
First HDD then RAM...

I wonder when cryptocurrency gold rush will start to affect coal prices :D
But seriously those cryptocurrencies should be regulated by governments.
Right know it is a great opportunity for criminals to laundry money and avoid paying taxes.

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