For the Quarter Ending December 2025
APAC
• In China, the Trichlorosilane Price Index rose by 0.60% quarter-over-quarter in Q4 2025, reflecting semiconductor demand.
• The average Trichlorosilane price for the quarter was approximately USD 444.33/MT, supported by balanced inventories.
• Trichlorosilane Spot Price remained subdued as Price Index reflected balanced supply and cautious spot buying.
• Trichlorosilane Production Cost Trend softened as lower silicon metal and chlorine costs reduced manufacturing expenses.
• Trichlorosilane Demand Outlook strengthened with wafer ramps; Trichlorosilane Price Forecast suggests mild upside near-term pressure.
• High inventories and controlled output capped volatility, while export interest supported the Trichlorosilane Price Index.
• Major producers ran at optimum utilization, with brief maintenance limiting short-term regional availability and exports.
• Improved Yangtze logistics and normalized freight reduced lead times, supporting shipments and Price Index stability.
Why did the price of Trichlorosilane change in December 2025 in APAC?
• Stronger semiconductor demand boosted offtake, underpinning prices amid otherwise balanced supply and cautious buying behavior.
• Lower silicon metal and chlorine costs reduced production expenses, easing Trichlorosilane Production Cost Trend pressures.
• Improved port logistics shortened lead times, mitigating congestion impacts and enabling steadier export demand growth.
North America
• In the USA, the Trichlorosilane Price Index rose by 0.22% quarter-over-quarter, reflecting tighter import availability.
• The average Trichlorosilane price for the quarter was approximately USD 605.67/MT, supporting steady polysilicon procurement.
• Trichlorosilane Spot Price strengthened modestly as constrained seaborne cargoes and tight iso-container availability reduced supply.
• Trichlorosilane Price Forecast for early 2026 suggests volatility as freight normalizes and feedstock costs decline.
• Trichlorosilane Production Cost Trend eased as lower silicon and chlorine costs in origins reduced expenses.
• Trichlorosilane Demand Outlook remains constructive with polysilicon and semiconductor procurement sustaining steady offtake into year-end.
• Trichlorosilane Price Index volatility was limited by inventories, balanced supply chains, and export quota management.
• Domestic logistics constraints, hazardous-material audits and iso-container scarcity pressured imports, supporting tighter spot Price Index.
Why did the price of Trichlorosilane change in December 2025 in North America?
• Constrained seaborne imports and limited iso-container availability reduced supply, underpinning upward pressure on December spot prices.
• Resilient polysilicon and semiconductor procurement sustained demand, absorbing available volumes and preventing a price retreat.
• Higher freight rates and hazardous-material audits increased costs and logistical delays, tightening spot availability regionally.
Europe
• In Germany, the Trichlorosilane Price Index edged up marginally quarter-over-quarter, reflecting tighter regional availability and steady downstream demand.
• Trichlorosilane Spot Price firmed slightly as reduced import arrivals and limited iso-container availability constrained merchant supply.
• Trichlorosilane Price Forecast for early 2026 indicates mild volatility, driven by freight normalization and easing feedstock pressures.
• Trichlorosilane Production Cost Trend softened as silicon metal and chlorine feedstock prices declined across Europe during the quarter.
• Trichlorosilane Demand Outlook remained stable, supported by consistent polysilicon, solar wafer, and semiconductor procurement.
• The Trichlorosilane Price Index held firm in December as buyers covered contractual volumes despite year-end logistics disruptions.
• European producers maintained steady operating rates, while imports from Asia faced delays linked to hazardous material compliance checks.
• Inland transport constraints and limited tank container availability tightened spot supply, lending support to the regional Price Index.
Why did the price of Trichlorosilane change in December 2025 in Europe?
• Delayed imports and iso-container shortages reduced spot availability, tightening supply across key European hubs.
• Stable polysilicon and semiconductor demand absorbed available volumes, limiting downside pressure.
• Lower feedstock costs eased production expenses but were insufficient to offset logistical tightness.
For the Quarter Ending September 2025
North America
• In USA, the Trichlorosilane Price Index rose by 10.2% quarter-over-quarter in Q3 2025, reflecting balanced supply-demand conditions.
• The average Trichlorosilane price for the quarter was approximately USD 604.33/MT reported from CFR Houston market.
• Trichlorosilane Spot Price showed minor softening amid cautious import demand and prolonged lead times from Asian suppliers.
• Trichlorosilane Demand Outlook remains supportive due to semiconductor capacity expansions and sustained polysilicon procurement momentum increasing near-term volumes.
• Trichlorosilane Production Cost Trend showed marginal upward pressure from silicon metal and chlorine derivative feedstock price increases.
• Trichlorosilane Price Forecast suggests mild volatility with seasonal demand pickup offset by tariff related import uncertainty and inventories.
• High inventories and reduced freight costs moderated export premiums, keeping the Trichlorosilane Price Index relatively balanced.
• Selective Asian maintenance and prioritization of domestic contracts tightened some export availability, supporting short term Trichlorosilane prices.
Why did the price of Trichlorosilane change in September 2025 in North America?
• Balanced domestic procurement and steady semiconductor demand offset logistical delays, leading to net price stability.
• Declining freight rates eased supply costs while tariffs and longer lead times constrained import appetite.
• Manageable inventories and steady polysilicon production maintained supply balance despite selective supplier maintenance and export reprioritization.
APAC
• In China, the Trichlorosilane Price Index rose by 1.92% quarter-over-quarter, reflecting balanced semiconductor procurement demand.
• The average Trichlorosilane price for the quarter was approximately USD 441.67/MT, reported FOB Shanghai market sources.
• Trichlorosilane Spot Price movements were muted amid polysilicon procurement and export enquiry affected by tariffs.
• Trichlorosilane Price Forecast anticipates modest volatility influenced by seasonal restocking and supplier maintenance schedules near-term.
• Trichlorosilane Production Cost Trend saw marginal increases from higher silicon metal and chlorine derivative feedstock prices.
• Trichlorosilane Demand Outlook remains supported by semiconductor wafer and solar cell capacity expansions across Asia and Americas.
• Trichlorosilane Price Index strength was moderated by logistics bottlenecks at Shanghai-Ningbo and inland transport delays.
• High inventories combined with output maintained market balance, limiting sharp Trichlorosilane price swings despite export uncertainty.
Why did the price of Trichlorosilane change in September 2025 in APAC?
• Balanced domestic semiconductor procurement offset tariff-driven export caution, producing modest downward pressure on local prices.
• The price softening reflected intensifying cost pressures offset by aggressive price cuts amid fierce competition, despite rising feedstock silicon metal price.
Europe
• The Trichlorosilane Price Index in Europe showed a slight upward trend in July and August, followed by a mild correction in September.
• Spot prices peaked in August due to tight supply from Asian exporters and high energy costs in Europe.
• European producers faced elevated production costs due to high electricity tariffs and limited feedstock availability.
• Demand was stable from the solar PV sector, but semiconductor demand was subdued due to macroeconomic uncertainty.
• Prices decreased in September as inventories normalized and energy costs began to decline, easing pressure on production margins.
• Prices are expected to remain range-bound in Q4, with potential softness if solar demand weakens further.
