Industry prosperity is increasing, domestic substitution is accelerating, and semiconductor silicon wafer companies are seizing good opportunities for development.

Since June, the semiconductor silicon wafer track has not only been popular in the capital market, but also the industry has been taking action. Recently, Hu Gao Industry announced plans to jointly increase the capital of its subsidiary Shanghai Xinsheng with Guosheng Group by 11.448 billion yuan, for the upgrade of 300mm silicon wafer production capacity; on June 14th, Shanghai Hejing set up an SOI joint venture company to enter the high value-added track... In terms of prices, global silicon wafer giants have already started two rounds of price adjustments this year; combined with the research notes disclosed by domestic silicon wafer companies recently, although the domestic market has not fully entered the price increase cycle, management generally believes that the price of silicon wafers has shown signs of stabilization, and with the improvement in demand in the future, price recovery expectations are expected.