In the 5G era, Bitcoin mining machines, artificial intelligence, new energy vehicles, and the Internet of things all developed rapidly on the silicon wafers, but the technical foundation at the bottom, as a silicon wafer for integrated circuit manufacturing materials, is continuing to be out of stock. At present, the main production capacity of global silicon wafers is concentrated in the five suppliers, with a market share of over 95%, and there is currently no significant expansion. The supply and demand of the current silicon wafer industry is a rational and healthy state. The production capacity of the five global manufacturers has been booked even from 2019 to 2020.
