Silicon wafer prices are set to rise 10%, the first major price hike for this key semiconductor material in over 3-years, media report, adding the hikes cover all sizes, 6-inch, 8-inch, 12-inch. End market demand has finally soaked up supply as the AI trend continues to draw in materials. Prices of specific products will continue to vary, but the overall impact on company revenues is expected to be average pricing up 10%. #SUMCO# #ShinEtsu# #GlobalWafers# #WaferWorks# #semiconductors#

The board of Wafer Works, the silicon wafer maker, approved NT$15.95 billion in capex to expand production, media report, with capacity to rise to 100,000 wafers per month by mid-2027. The firm mainly produces silicon wafers, does Gallium Nitride (GaN), and is boosting production of epitaxial wafers for CIS. #semiconductors#