Taiwan Seiketsu's operations last year benefited from the quarterly increase in silicon wafer prices. Last year, the consolidated revenue reached 12.713 billion yuan, an increase of 17.8% year-on-year, and gross profit margin was 26.7%, 14.1 percentage points higher than the previous year. Last year's tax After the net profit of 2.24 billion yuan, an annual increase of 2.1 times, 2.89 yuan per share of net profit.
According to market adjustment agencies, last year silicon semiconductor wafers showed supply-demand imbalances quarter by quarter from the beginning of the year, which led to a quotations increase of about 15% to 20%. It is expected that this year's quotation will rise by at least 20% again; Taiwan Seiketsu has taken the lead in the first quarter of this year. The increase in selling prices, including 12-inch wafers rose more than 15%, 8-inch prices have also risen over 10%, followed by room for price increases, so the first quarter profit will jump dramatically.
Silicon wafer manufacturers emphasized that the recent strong demand for silicon wafers has been boosted. The main reason is that mainland plants have started mass production. Recent shortages have spread from test strips to polished wafers and other types of products. They also include wafer foundry companies such as TSMC. Factory, finalized the annual contract volume, and pulled prices.
The wafer fab Wanghong said earlier that silicon wafer fabs have increased the price of Wanghong by nearly 30% this year. Wanghong will also pass on the cost to customers. However, the source of silicon wafers throughout the year has been mastered internally and is free from being out of stock. .