The shipping area of semiconductor wafers hit a record high, but demand may be in short supply from the second half of next year.

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According to the SEMI (International Semiconductor Industry Association) report, the global semiconductor wafer shipping area will hit a new high this year, reaching 14 billion square inches, an increase of 13.9 percent over the same period last year. In the next three years, semiconductor wafer shipments are expected to continue to reach new highs year by year.

Recently, Xinyue Chemical, Taishengke and Shenggao (SUMCO) have sounded the alarm one after another, and it is expected that large-size semiconductor wafers will be in short supply as soon as the second half of next year and 2023 at the latest. The agency said that the continued boom in the semiconductor industry has driven a substantial increase in demand for large wafers upstream, while domestic enterprises have a very low market share, under this background, domestic wafer manufacturing equipment manufacturers will usher in a good opportunity for development.

According to the theme database of the Financial Associated Press, among the relevant listed companies:

Jingsheng Electronics in the field of 8-12 inch large wafer equipment, the company's products in crystal growth, slicing, polishing, epitaxy and other wafer materials have basically achieved full coverage of 8-inch equipment, 12-inch long crystal equipment and some processing equipment have also achieved batch sales.

Lion's 12-inch wafer products currently have a production capacity of 20, 000 wafers per month, and the company's 12-inch wafer production capacity reached 150000 wafers per month at the end of this year.