Serenity (@aleabitoreddit) “VPEC new price hikes on Epiwafers today. Positive bottleneck read through on com” — TopicDigg
Serenity
@aleabitoreddit
I only use X, beware of imposters.
AI/Semi Supply Chain Analyst
Not investment advice, DYODD. Sharing personal thought process on supply chain bottlenecks.
加入 July 2025
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VPEC new price hikes on Epiwafers today.
Positive bottleneck read through on companies like $IQE and Landmark (3081) in terms of pricing power/demand for epiwafers.
This follows $MTSI investment into IQE to secure capacity, and shows how important some of these chokepoints are.
(disclosure: have positions in IQE)
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VPEC全新光電
產品價格調整通知書 (Price Adjustment Notification)
親愛的合作夥伴您好：
首先，衷心感謝貴司長年以來對 VPEC 的鼎力支持。作為您供應鏈中值得信賴的夥伴，我們始終致力於透過技術革新與製程優化，為您提供卓越的產品品質與服務價值。
然而，在過去的一年中，受全球原物料成本持續攀升、供應短缺及通膨壓力之影響，我們面臨了前所未有的挑戰。儘管我司已盡最大努力透過內部優化來吸收這些額外成本，但為因應不斷增加的營運壓力，並確保能持續穩定提供高品質產品與不間斷的售後服務，經內部審慎評估，我司決定對磊晶晶圓的產品價格進行適度調整。
本次磊晶晶圓價格調整的具體調幅將依品項規格有所差異，相關細節將由我司業務專員與您進一步聯繫。
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