You won’t please them.
At the height of the pandemic, suppliers of silicon wafers, from which semiconductor components are made, received a lot of criticism from market participants, as it turned out that the existing supply volumes of this type of blanks were not enough to satisfy demand. Now, according to DigiTimes, the Taiwanese company GlobalWafers is facing requests from customers to renegotiate the terms of long-term contracts for the supply of silicon wafers, as customers no longer need them in the same volumes.
Image Source: AFP
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Nearly half of the company’s customers would be willing to make the appropriate adjustments, according to the source. This equally applies to contracts for the supply of silicon wafers with a standard size of 200 mm and wafers with a diameter of 300 mm. What concessions GlobalWafers is ready to make is not specified, because until recently these customers begged her to increase production volumes and expand production capacities.
