Silicon materials are going to be "crazy" again?
The Silicon Industry Branch believes that the price of silicon materials continued to rise slightly this week, mainly due to the rapid recovery of the operating rates of the two first-tier silicon wafer companies and the continuous release of silicon wafer expansion and production capacity, which greatly increased the demand for silicon materials. The increase in silicon wafer production in August was more than 20%, and it also included the increase in the production of silicon materials in the furnace and the increase in spare silicon materials outside the furnace. There has been a large increase in the short term, and the supply of silicon materials, including output and inventory, has been quickly digested in a relatively short period of time. The market continues to change in the direction of short supply. Therefore, the price of silicon materials continues to rise.
Since August, the price of silicon materials has ushered in four consecutive rises.
The editor believes that with the significant increase in the operating rate of the two leading silicon wafer manufacturers in September, the demand for silicon materials has increased significantly. Almost all the output in September was signed, and the market price has risen from 203-207 yuan per kilogram last week to the mainstream this week. RMB 205-210 per kilogram. Since silicon wafers have also successfully lifted prices to reflect rising costs, the overall price of silicon materials can be supported in September.
news source:PVInfoLink