In the context of 'lack of cores', the supply of semiconductor upstream silicon wafers will continue to be tight in 2022. Silicon wafer manufacturers have successively delivered outstanding performance and will actively expand production in the future to meet the needs of the semiconductor market.

1. Global Crystal’s Q1 revenue reached a new high, and its production capacity has been sold out from this year to 2024

On April 6 this year, Global Crystal, a major semiconductor silicon wafer manufacturer, announced that the company’s revenue in March was NT$5.73 billion (about 1.27 billion yuan), an increase of 7.1% month-on-month and 0.6% year-on-year; revenue in the first quarter The total amounted to NT$16.31 billion (about 3.615 billion yuan), an increase of 3.5% month-on-month and a year-on-year increase of 10.1%; a new high for the second consecutive quarter.

Global Crystal said that it is optimistic about the future space, and believes that the current semiconductor production capacity is still in short supply, and the demand for advanced process wafers in superimposed emerging applications continues to expand.

In March this year, Global Crystal announced its 2021 results. In 2021, the combined revenue of Global Wafer will reach NT$61.13 billion (about 13.45 billion yuan), an annual increase of 10.4%, a record.

At the subsequent legal meeting, Xu Xiulan, the company's chairman, revealed at the meeting that the company's production capacity will continue to be fully loaded this year, and all production and sales will be sold out.

In order to meet the future demand of silicon wafer market, Universal Crystal disclosed the company's production expansion plan in its annual report.

Universal Crystal is expected to implement a capital expenditure plan with a total scale of NT$100 billion (about 22 billion yuan), mainly to expand the production capacity of 12-inch wafers and compound semiconductors. The investment area will span Asia, Europe and the United States. It also includes investment strategies to expand new plants and expand existing production capacity.

Among them, MEMC SPA, the Italian subsidiary of Universal Wafers, will build a new 12-inch wafer production line. The new production line will focus on developing 12-inch polished and epitaxial wafers in line with European market trends. Together with the already implemented 12-inch growth and capacity expansion plans, Universal Crystal will have a complete and highly integrated 12-inch production line in Italy . In addition to Italy, plant expansion plans including bases in Denmark, the United States, Japan, South Korea and Taiwan are also in full swing.

2. Leon Micro’s Q1 net profit increased by more than 183% year-on-year, and will further expand the production capacity of 12-inch silicon wafers

On April 7, Leon Micro released an announcement on the pre-increase in the first quarter of 2022. The company expects that the net profit attributable to the parent in the first quarter of 2022 will be 215 million to 245 million yuan, a year-on-year increase of 183.66% to 223.24%.

Leon Micro said that the market boom in the industry segment where the company is located continues to be high, the market demand is strong, the company's sales orders are full, and the production and sales of major products have increased significantly.

Leon Micro's main business includes semiconductor silicon wafers, semiconductor power devices, and compound semiconductor radio frequency chips. The 2021 annual report released by Leon Micro in March this year showed that the company's revenue was 2.541 billion yuan, a year-on-year increase of 69.17%; net profit attributable to the parent was 6.0 100 million yuan, a year-on-year increase of 197.24%.

In 2021, Leon Micro's semiconductor wafer business will grow significantly. The 6-inch silicon wafer production line and the 8-inch silicon wafer production line have been operating at full capacity for a long time, especially the 6-inch and 8-inch heavy-doped silicon epitaxial wafers with special specifications are in short supply. The scale of 12-inch silicon wafers is obvious, and major breakthroughs have been made in key technologies, product quality, production capacity, and customer supply. By the end of 2021, it has reached an annual production capacity of 1.8 million wafers, and has achieved large-scale production and sales.

In February this year, Leon Micro announced that it intends to acquire a 58.69% stake in Guojing Semiconductor to further expand the production capacity of 12-inch silicon wafers and strengthen the business of lightly doped and polished silicon wafers.

Leon Micro revealed that Guojing Semiconductor has completed the construction of all infrastructure for a monthly production capacity of 400,000 wafers, and the fully automated production line of 12-inch silicon wafers for the production of integrated circuits has been completed. It is currently in the stage of customer introduction and product verification.

The acquisition of the production line of Guojing Semiconductor can help to rapidly expand the company's existing production scale of 12-inch silicon wafers for integrated circuits. At the same time, the main products produced by Guojing Semiconductor are light-doped polished wafers, which have advantages with the company's subsidiary Jinruihong Microelectronics. The 12-inch heavily doped silicon wafer products are complementary in the technical route, which can realize resource sharing and improve the company's market position in 12-inch storage for integrated circuits and light-doped silicon wafers for logic circuits.

3. The revenue of Shanghai silicon industry increased by about 51% from January to February, and it is planned to raise funds to expand the production capacity of 12-inch silicon wafers

On March 10 this year, Shanghai Silicon Industry released an announcement on the main operating data from January to February 2022. After preliminary accounting, the company achieved operating income of about 510.85 million yuan, a year-on-year increase of about 51%. Shanghai Silicon Industry stated that due to the continued strong market demand from January to February 2022 and the continuous release of the company's production capacity, the output and sales of the company's products have continued to increase.

On February 26, the 2021 annual performance report released by Shanghai Silicon Industry showed that the company achieved revenue of 2.467 billion yuan in 2021, a year-on-year increase of 36.19%, and net profit attributable to the parent of 145 million yuan, a year-on-year increase of 66.58%.

At the same time, Shanghai Silicon Industry also announced the results of the fixed increase issuance, and the final issuance target was determined to be 18, of which the second phase of the National Integrated Circuit Industry Investment Fund Co., Ltd. (the second phase of the large fund) was allocated 1.5 billion yuan, and the exclusive fundraising amount 30%.

The announcement shows that Shanghai Silicon Industry plans to raise 5 billion yuan this time. The investment projects are 300mm high-end silicon wafer research and development and advanced manufacturing projects for integrated circuit manufacturing, 300mm (12-inch) high-end silicon-based materials research and development pilot projects and supplementary flow. sex funds. After the construction of the fundraising project is completed, the Shanghai silicon industry will increase the production capacity of 300,000 300mm semiconductor silicon wafers per month.