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2025-02-26 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > IT Information >
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Shulou(Shulou.com)11/24 Report--
September 30 news, according to foreign media reports, the current situation in the global semiconductor industry, especially in the field of memory chips is not optimistic, a number of institutions are expected to be affected by the decline in demand, the prices of NAND flash memory and DRAM will fall by more than 10% in the third quarter.
Foreign media reported that although the semiconductor industry is in the doldrums, wafer manufacturers are still actively expanding their scale.
According to foreign media reports, wafer manufacturers are actively expanding their scale because most semiconductor manufacturers have signed long-term contracts with them to supply wafers. Wafers are essential raw materials for semiconductor manufacturers, and stable supply determines the final output. They expect the demand for semiconductors for 5G and artificial intelligence to continue to grow steadily in the future.
In terms of scale expansion, foreign media recently mentioned SK Siltron, which announced on the 29th that they would invest 2.3 trillion won in the next five years to expand semiconductor fab. This part of the investment plan is divided into three stages, and from 2022 to 2026, the board has approved 855 billion won for the expansion of the 12-inch silicon wafer plant, and the possibility of an additional investment of 400 billion won will be studied in the first half of next year.
Among other wafer makers, Global Wafer has also announced in the first half of the year that it will invest $5 billion to build a 12-inch silicon fab in Sherman, Texas, which is scheduled to start by the end of the year and be completed in 2025, with a monthly production capacity of 1.2 million wafers.
Sumco, the world's second-largest wafer maker, also announced in September last year that it plans to invest 2.4 trillion won in a new plant and plan to start production in the second half of this year.
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