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.
