According to the Taiwan Economic Daily, at present, there is a situation in the semiconductor silicon wafer market where long-term customers request to delay the delivery. The spot price has recently started to lead the decline. This is the first time in nearly three years that the price has decreased, from 6 inches, 8 inches to 12 inches.

Some manufacturers said that at this stage, the silicon wafer inventory at the end of the wafer factory is “too much to be full”, which still needs time to digest.
Silicon wafers are essential raw materials for the production of TSMC, Intel, Samsung, Liandian and other wafer factories. They are key indicators to observe the prosperity of semiconductors. In particular, the spot price is more close to the current market situation and can reflect the market dynamics more quickly than the contract price.
At this stage, the spot quotation of silicon wafers is updated every three months and most of them every six months. The silicon wafer factory said frankly that it accepted the spot price adjustment, because “now we need to be able to sell”.
Taiwan media pointed out that in the 6-inch silicon wafer with the weakest demand, the spot price fell by about one-digit percentage this quarter; As for the 8-inch silicon wafer, there are items with slight drop in spot price and items with small increase due to continuous supply exceeding demand. On average, there is little change. The spot price of 12-inch silicon wafer is relatively stable, but the manufacturer said frankly that customers have asked for price reduction, and the two parties are negotiating.