Unprecedented shortage of global silicon wafer faucet production capacity has been snapped up in the past five years.

Recently, Sumco, a major supplier of silicon wafers in the global semiconductor industry, said that its 2026 capacity has been snapped up, which indicates that the shortage of silicon wafers will continue. After releasing its results on February 9, Shengao said that all 12-inch wafers have been contracted by customers over the next five years, while 6-inch and 8-inch wafers have not accepted such long-term orders, but demand is likely to continue to exceed supply in the next few years.

Comments: industry insiders say that the shortage of silicon wafers for such a long time has never been seen before. Wafer prices in 2021 are 10% higher than the previous year, a trend expected to last at least until 2024. Shenggao said that despite strong customer demand for long-term supply, it was impossible to expand production this year. With Taisheng and Hejing joining the ranks of price increases, the industry is ushering in an unprecedented boom.

Saiwei Electronics (300456) MEMS wafer leads the world in production capacity, and filter wafer products have entered the stage of development and verification.

Huarun Micro (688396) currently has three 6-inch production lines and one 8-inch production line for semiconductor wafer manufacturing, and is currently planning a 12-inch wafer production line project.