300mm Silicon Wafers
MediumEasingThe 300mm wafer market has largely stabilized following 2023-2024 inventory adjustments. Supply remains concentrated among five major players, led by Shin-Etsu and SUMCO. While structural capacity for high-end epitaxial wafers used in AI and advanced logic remains tight, general availability has improved. Long-term agreements (LTAs) ensure stability, though the industry remains sensitive to long lead times (2-3 years) for future greenfield capacity expansions. Severity: 2/5.
Source Companies(control or create this constraint)
Affected Companies(impacted by this constraint)
Severity Assessment
Medium
3/5This constraint is notable but manageable with current mitigation efforts.