According to reports, industry surveys show that the price of new 12-inch epitaxial wafers is estimated to rise 15% to 25%, polished silicon wafers may increase by more than 40%, some second-tier customers will increase by more than 50%, and there is still room for further growth in 2028. The price of semiconductor silicon wafers is divided into spot and long-term contract prices. Currently, the spot price of 12-inch silicon wafers continues to rise. Analysts expect that in the fourth quarter of this year, the spot price is expected to exceed the existing long-term contract price, becoming an important support for the new long-term contract renegotiation in 2027. The corresponding increase for different products and customers varied. Among them, the increase in epitaxial wafers was relatively moderate, and the increase in polished silicon wafers was relatively more significant.

According to reports, industry surveys show that the price of new 12-inch epitaxial wafers is estimated to rise 15% to 25%, polished silicon wafers may increase by more than 40%, some second-tier customers will increase by more than 50%, and there is still room for further growth in 2028. The price of semiconductor silicon wafers is divided into spot and long-term contract prices. Currently, the spot price of 12-inch silicon wafers continues to rise. Analysts expect that in the fourth quarter of this year, the spot price is expected to exceed the existing long-term contract price, becoming an important support for the new long-term contract renegotiation in 2027. The corresponding increase for different products and customers varied. Among them, the increase in epitaxial wafers was relatively moderate, and the increase in polished silicon wafers was relatively more significant.