And in subsequent years, the demand for these products will not decrease.
This year, the Taiwanese manufacturer of silicon wafers GlobalWafers agreed to purchase the assets of German rival Siltronic, and the first of the companies is optimistic about the future also due to the high demand for its own products. Edition DigiTimes, for example, with reference to the comments of the management, GlobalWafers reports that orders are provided until the very end of 2024.
Image source: DigiTimes
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Crystals of semiconductor components are made from silicon wafers, so the availability of orders for such a period is not surprising. Perhaps some of the company’s customers are reinsuring in case of a continuing deficit in production capacity, ordering more silicon wafers than they need, but the situation only illustrates the relationship between supply and demand in this market segment. Following the merger with Siltronics, GlobalWafers is set to become the second largest player in the silicon wafer segment.