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According to reports, the semiconductor supply shortage is still not over, and three semiconductor silicon wafer manufacturers including Universal Crystal are brewing price increases.

In the silicon wafer manufacturing process, the quotation has been increased in the second half of last year. The one-year long-term contract signed at that time has gradually entered the stage of "renegotiation and negotiation". Among them, Universal Crystal has decided to gradually increase the price, while Hejing and Taiwan Sembcorp will increase the price of new contracts by nearly 10%.

Some industry insiders pointed out that behind this new round of price increases, the main reason is the substantial expansion of wafer foundry/IDM manufacturers such as TSMC, Intel, and Samsung.

Among the above three silicon wafer manufacturing plants, Universal Crystal is the world's third largest supplier of silicon wafers, accounting for the highest long-term ratio, about 80%-90%. The report pointed out that most of its long-term contract prices adopt a pattern of increasing prices year by year.

Tai Sembcorp is a joint venture between Japan's largest silicon wafer manufacturer Sumco and Formosa Plastics. At present, the proportion of the company's 8-inch/12-inch wafer length has reached 80%. It is worth noting that the proportion of 12-inch wafers this year has increased significantly compared with previous years.

Hejing is the world's sixth largest supplier of silicon wafers. Previously, the company won about 10% of the long-term contract, but due to the strong demand from customers to consolidate the supply, the proportion of long-term contracts has now increased to 30%.

It is worth mentioning that some industry sources say that Hejing's rally is "the most ferocious" in this round of price hikes. The company said it would not comment and prices would be adjusted based on market conditions.

In January this year, the price of the company's 8-inch wafer products has been increased by 10%; from May to June, the Q3 contract price negotiation will be opened, and the price may be further increased, within 10%.