Since June, the semiconductor silicon wafer sector has witnessed robust activity within both the capital market and the broader industrial arena. Recently, National Silicon Industry Group, in collaboration with Guosheng Group, announced a substantial joint capital increase of 11.448 billion yuan for its subsidiary, Shanghai New Semiconductor. This strategic move is aimed at significantly enhancing the production capacity of 300mm silicon wafers. On June 14, Shanghai Hua Jing took a step further by establishing a SOI (Silicon on Insulator) joint venture, marking its entry into the high-value-added market segment.

In terms of pricing dynamics, global silicon wafer giants have already implemented two rounds of price hikes this year. While domestic silicon wafer prices have not experienced a uniform increase, industry management generally holds the view that prices have now stabilized and are poised for a rebound as demand continues to improve. Semiconductor industry insiders have highlighted that the current global market for 12-inch silicon wafers is predominantly controlled by five well-established overseas companies, resulting in a relatively low self-sufficiency rate for domestic silicon wafers. However, buoyed by the industry's rising prosperity and the accelerated pace of import substitution, domestic silicon wafer enterprises are now actively seizing these favorable development opportunities.