According to relevant media reports, Xu Xiulan, chairman of Universal Crystal, said on the 21st that the price of the company's latest long-term contract was higher than 1 or 2 months ago, and the long-term contract price continued to rise. It is expected that next year and the year after will be higher than this year. .
Regarding whether Samsung's recent suspension of new purchase orders involves silicon wafers, she pointed out that Samsung's demand for small sizes is indeed not as strong as before, but large sizes such as 8 inches and 12 inches are not affected at all. The part of it was also supplemented by Samsung's pursuit of goods.
Regarding the location of the new global crystal factory, Xu Xiulan revealed that the decision will be made before the end of June, but Southeast Asia, Japan and other places have been excluded.
Among them, Singapore has high construction costs, and the nearby customers are not the same as the target customers of the new factory, while Japan already has 5 factories with a complete layout, and factors such as risk management are considered.
Regarding the current market worries that the industry will oversupply in the future, Xu Xiulan believes that the long-term demand for semiconductors will definitely grow, especially for advanced manufacturing processes. Oversupply is a short-term situation. And the opening of new production capacity will be about 2 years later. By then, the situation of disrupting the market should almost come to an end, and demand is expected to return to the normal track.
She said that if there is no plan to acquire Shichuang, it will start earlier, and the company's competitiveness is still good, and it is impossible to build a factory because of oversupply of the industry; At least 80% of the production capacity will be sold out this time.