The scale of terminal applications continues to grow, and the global silicon wafer shipping area has reached a new high.

According to a report released by the International Semiconductor Industry Association ((SEMI)) on the 28th, the global silicon wafer shipping area in the second quarter of this year was 3.534 billion square inches, surpassing the historical record of the previous quarter and climbing to a new high, up 12% from the same period last year. Due to the strong growth in demand driven by a variety of terminal applications, the supply of 12-inch and 8-inch wafer applications continues to be tight.

AVIC Securities believes that the investment of semiconductor listed companies has passed the expected improvement of the first stage and the confirmation of orders and production capacity of the second stage, and is now at the time when the performance of the third stage is realized. the industry presents a pattern of "weak supply-low inventory-strong demand-full capacity", with a significant improvement in profitability.

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

Lion's first-half net profit increased by 166 per cent to 182 per cent as Quzhou wafer base capacity was released sharply due to full sales orders. Anshi Semiconductor, owned by Wentai Technology, plans to acquire Newport Wafer Fab; quartz, the largest wafer factory in the UK, and is building 6000 tons of electronic-grade quartz production capacity per year.