SAN JOSE -- The supply/demand picture appears to be changing in the semiconductor market, as the average selling price (ASP) for a CMOS wafer increased by three percent from the second quarter of 2003, to the third quarter of this year, according to the Fabless Semiconductor Association (FSA) today (Sept. 24, 2003).
The price jump is based on data from FSA's quarterly wafer pricing survey, which analyzes the average price paid per wafer by 122 fabless companies and integrated device manufacturers (IDMs).
The survey results suggest fabless companies paid more for wafers than IDMs in the quarter, but IDMs typically ordered a higher quantity of wafers per order than fabless companies.
The survey responses also revealed the majority of fabless participants ordered wafers, based on 0.18-micron process technology. In contrast, IDMs mainly ordered wafers, based on 0.35-micron process geometry, according to the survey.
In the third quarter, 17 percent of IDM wafer orders included 0.13-micron process geometry, compared to 13 percent of all fabless orders placed, according to the FSA.
Two percent of fabless participants used 300-mm wafers, while 80 percent used 200-mm wafers and 19 percent used 150-mm wafers.