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goafrit
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re: Wafer prices declined in Q2, says GSA
goafrit   9/6/2010 11:41:10 AM
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I will wait for two more quarters to see if this is a pattern or just an adjustment in supply/demand

yalanand
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re: Wafer prices declined in Q2, says GSA
yalanand   9/4/2010 10:46:57 AM
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So looking ahead what are the predictions. Will the prices of 300mm wafter inch up higher or will be softer because of double dip recession fears.

Peter Clarke
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re: Wafer prices declined in Q2, says GSA
Peter Clarke   9/3/2010 3:53:40 PM
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Demand for chips made on 200-mm wafers is clearly dropping faster than the manufacturing capacity is contracting, hence the falling wafer price. While on 300-mm wafers, which tends to be leading edge digital processes and where capacity is increasingly modestly at present, it would seem that demand is climbing at about the same pace. Nonetheless, on both wafer sizes, it looks like Q2 might represent a transition from an under supply of wafers and rising wafer prices to an oversupply situation. The next quarterly survey from GSA towards the end of the year should reveal what happened in Q3.

Kinnar
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CEO
re: Wafer prices declined in Q2, says GSA
Kinnar   9/3/2010 12:01:36 PM
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It shows somewhat strange results as 200nm production is reduced compared to 300nm productions are unchanged, this is somewhat unexpected outcome. Still it is good for the electronic product industries.



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