As factories continue to move towards advanced manufacturing processes, in order to improve yields, the number of reclaimed wafers required has increased significantly. It is understood that China Sand (1560-TW), Sun (8028-TW) have signed a long-term contract (LTA) with a major foundry. The period lasts for several years and the content of the contract covers both quantity and price. It is expected to become one of the few positive-growth semiconductor makers in the industry next year.
Remanufacturers in the remanufactured wafer industry mainly carry out recycling and processing according to the customer’s production capacity in the current month, and rarely supply goods in the form of long-term contracts. This time, the two sides have rarely signed a long-term contract term, and the price was raised as promised, highlighting customer expectations for reclaimed wafers in the coming years. Demand for Circle is quite positive. Neither of the above companies commented on a single customer or business model, but only optimistic about continued growth in their performance next year.
Remanufactured wafers are mainly used to detect machine data and improve the stability of initial mass production. As customers continue to advance to advanced processes such as 5nm and 3nm, not only does the number of mask layers required increase, but also a large number of Every time a customer invests in a positive film, more reclaimed wafers are needed to enter the production process, which stimulates an increase in demand for reclaimed wafers.
For semiconductors, when the MOSFET structure was transformed into a FinFET structure, due to a major structural change, the demand for various materials grew rapidly, and recycled wafers are one of them. After customers announced that 2nm will be changed in a GAA facility, the market is optimistic that secondary wafers will usher in another wave of growth.
Taiwan factories have actively expanded new production capacity in recent years. Among them, Sunrise has been the most active in expanding production among Taiwan factories. Zhonggang factory has entered mass production. In addition to the existing factory of Hsinchu, the current monthly production capacity of 12-inch is as high as 450,000 pieces, which is the biggest factory in Taiwan. The factory is the largest and Sun Semiconductor is also working closely with fabulous customers on next-generation process remanufactured wafers and is expected to continue expanding production next year.
China Sands started with the grinding wheel grinding technology, then entered the secondary wafer market. Currently, the monthly production capacity of 12-inch has reached 300,000 pieces, and the utilization rate remains full. It is also one of the two supported suppliers from major wafer manufacturers The market is optimistic and the future Under the long-term guarantee of customers, the price is expected to be relatively stable, and the utilization rate of the newly opened production capacity is also supported to a certain extent.
