半导体硅晶圆

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12英寸的方形SiC晶圆曝光
半导体行业观察· 2025-09-11 01:47
目前价格部分,6吋价格下滑最严重、8吋其次,目前价格在非中的供应链稍微好一点,但也不可能都 不降价,因为如果成本太高,连客户都会失去竞争力。 公众号记得加星标⭐️,第一时间看推送不会错过。 来源 : 内容来自 经济日报 。 半导体硅晶圆厂环球晶董事长徐秀兰于开幕典礼后受访时透露,该公司将在展览中宣布开发出12吋的 方形碳化硅(SiC)晶圆,昭告该公司已具备相关能力。 徐秀兰表示,若改采用方形片,不只需要制程能力,还需要设备能力,因为并没有现成设备可用,相 关周边也要跟着变化,否则以晶圆盒来说,方形晶圆会比盒子还大,「连盒子都没得装」。或是如硅 晶圆不透光,碳化硅晶圆却透光,因此量测方面的问题也要处理。 另外,徐秀兰提到,目前市场上8吋碳化硅晶圆是以激光切割,但12吋碳化硅晶圆切割方式仍待开 发。相较于其他做碳化硅的业者,没有12吋晶圆的经验,环球晶已拥有12吋晶圆的很多经验,只是过 去是生产硅产品,而不是碳化硅,如今该公司已经开发出不用激光的12吋碳化硅晶圆切割方法。 在今年五月,碳化硅SiC晶圆大厂Wolfspeed传出声请破产,环球晶(6488)董事长徐秀兰表示,SiC是 对的材料,很多应用领域上SiC比 ...
硅片大厂,市值腰斩
半导体行业观察· 2025-07-11 00:58
Core Viewpoint - GlobalWafers faces significant challenges in its development due to dual threats from market competition and investment pressures, leading to a decline in stock price from over 600 TWD to around 300 TWD this year [2]. Group 1: Financial Performance - GlobalWafers plans to invest 4 billion USD in expanding its advanced 12-inch silicon wafer manufacturing facility in Texas, despite a projected revenue decline of 11.4% to 62.6 billion TWD in 2024 compared to 2023 [2][3]. - The company's earnings per share (EPS) for 2024 is expected to be 21.06 TWD, more than halving from the previous year, with Q1 2024 EPS at 3.05 TWD, a decline of over 60% year-on-year [2][3]. Group 2: Market Dynamics - The demand for 8-inch wafers is limited, and the market is facing low-price competition from China, which is expanding its silicon wafer production capacity [4]. - GlobalWafers' revenue is primarily from mature 8-inch wafers, and the transition to advanced 12-inch wafers is contingent on new capacities in Europe and the US [3][4]. Group 3: Strategic Initiatives - The company is focusing on SOI (Silicon On Insulator) wafers, which are critical for silicon photonics packaging, and plans to establish the first and only 12-inch SOI wafer production line in Missouri [5][6]. - The SOI wafer market is projected to grow at a compound annual growth rate of 13.6%, reaching 10.5 billion USD by 2032, indicating a strategic opportunity for GlobalWafers [6]. Group 4: Impact of Subsidiary Performance - GlobalWafers holds a 13.67% stake in Siltronic AG, which reported a revenue decline of 6.7% to 1.41 billion EUR and a significant drop in EPS by 65.9% [6][7]. - The performance of Siltronic AG negatively impacts GlobalWafers' financials, with potential EPS impact exceeding 4 TWD if Siltronic's stock price drops significantly [7].