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The research organization TrendForce released an article on the 16th, pointing out that under the situation that the 8-inch wafer capacity is in short supply, the large-size DDI capacity is still being crowded out by other product applications. It is expected that the foundry price will be adjusted again in the third quarter. Manufacturers' quotations for large-size DDI from panel makers will also be changed accordingly.

However, it should be pointed out that with the increase in the rate of vaccine delivery in Europe and the United States and the planned gradual unblocking, the demand for IT products may slow down. Therefore, the panel demand, which has continued to rise since last year, is expected to gradually be corrected in the fourth quarter, and further converge the large-size DDI supply and demand gap.

On the whole, in the next year, while the 8-inch foundry capacity utilization rate is still at full capacity, the chance of large-size DDI obtaining sufficient capacity is still not high, and it is only possible to adjust between demand fluctuations in the off-peak and peak seasons.