SEMI expects a drop in silicon wafer sales in the second half of 2020 with possible ripple effects on price negotiations in 2021.
Global silicon wafer market sales could dip if the uncertainty surrounding the impact of COVID-19 to the semiconductor industry persists or climb on the strength of rebounding chip sales, SEMI said in a new quarterly report that lays out two wafer market scenarios for the second half of 2020.
With the world continuing to combat the novel coronavirus, SEMI expects a drop in silicon wafer sales in the second half of 2020 with possible ripple effects on price negotiations in 2021. SEMI described the likely outcome in the new Silicon Wafer Market Monitor, which tracks wafer shipment dynamics including wafer shipments, supply and demand shifts, suppliers’ dynamics, and pricing trends and forecasts. The question, however, remains whether the uncertainty sowed by COVID-19 will lead to the decline in silicon wafer demand or if the heavy impact will be confined to a few months. To hedge their bets, chipmakers in the second quarter of 2020 are expected to increase s
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