The silicon wafer inventory trend is slowing down, and the shipment of battery wafers is under pressure.

According to research, silicon wafer companies have begun to implement a production cut plan in November, with a noticeable decrease in orders for specialized foundries. It is basically confirmed that silicon wafer production in November will decrease compared to the previous month. The trend of accumulating silicon wafer inventory is slowing down, and the sentiment of battery manufacturers in the game is obvious. There is currently not a strong willingness to replenish inventory. The total inventory of silicon wafers is below a reasonable level, and leading companies are shipping at higher prices.