11-15-2017, 10:34 PM
https://www.techpowerup.com/238785/q4-20...ke-squeeze
Quote:South Korean SK Siltron and Japanese SUMCO, both wafer manufacturing companies, are reporting expected 300 mm wafer pricing to shoot up by 20% YoY - with a corresponding increase in overall revenue for both companies. SUMCO, for one, are adjusting pricing of their silicon wafers to correspond to demand (read, higher ASP), this is done through long-term supply and demand contracts with major semiconductor manufacturers on yearly, semi-annually, and quarterly prices. An interesting side-note here for economies of scale and pre-set pricing, with companies that take more portions of the available supply achieving better pricing than smaller companies (it's a winner's market, after all.) These facts have led SUMCO to expect its best performance of the last 10 years (since the global financial crisis of 2008).
