1. Shanghai Silicon Industry (688126): The absolute leader in domestic 12-inch silicon wafers, first to achieve mass supply of large-size wafers, with clients including major foundries like SMIC.
2. Yuyuan Silicon (688432): Achieved full-size coverage of silicon materials from 4 to 12 inches, with 12-inch polished wafers entering the verification stage, leading in technology for silicon wafers used in power devices.
3. Lian Micro (605358): Focuses on 6 to 12-inch semiconductor silicon wafers, with its subsidiary achieving global leadership in the technology for heavily doped 12-inch wafers, accounting for over 40% of wafer revenue.
4. Zhongxin Wafer (688295): Specializes in the main track of semiconductor silicon wafers, with large-scale production of 8-inch wafers and 12-inch wafers entering the pilot test stage, focusing on breakthroughs in silicon wafers for logic chips.
5. TCL Zhonghuan (002129): Leading market share in 8-inch wafers and certified for automotive applications, deeply collaborating on 12-inch wafers with SMIC, leveraging dual business synergy to control costs.
6. Shengong Co., Ltd. (688233): Promoting the research and certification of 8-inch lightly doped low-defect polished silicon wafers, targeting clients including TSMC and SMIC among international integrated circuit manufacturers.
7. Zhongjing Technology (003026): Focuses on 4 to 8-inch silicon wafers for discrete devices, with over 20% market share in silicon wafers for diodes and transistors, serving clients like Changjiang Electronics.
8. Shanghai Hejing (688584): Deeply engaged in the semiconductor silicon materials field, offering a variety of specifications for semiconductor silicon wafers, providing foundational material support for downstream chip manufacturing.
9. Yangjie Technology (300373): Primarily produces 8-inch silicon wafers for self-use in power device production, with some external supply, achieving a self-sufficiency rate of 70% to reduce raw material costs.
10. Zhonghe Technology (000925): Conducts research and production of 8-inch silicon wafers through its subsidiary, forming a collaborative pattern of “silicon materials + equipment,” with the silicon wafer business in the early stages of expansion.
11. Jingcheng Electromechanical (300316): A leader in semiconductor material equipment, its 8-inch single-wafer silicon epitaxy growth furnace is compatible with 6 to 8-inch silicon wafer growth, aiding in the mass production of large-size silicon wafers.
12. Wanye Enterprises (600641): By laying out semiconductor equipment and materials business, it enters the silicon wafer supply chain, providing related equipment and technical support for wafer production.
13. Northern Huachuang (002371): A leader in semiconductor equipment, its equipment can be applied in multiple process stages of silicon wafer manufacturing, with a 30% increase in exports to Europe expected in 2024.
14. Zhongwei Company (688012): Core equipment used in the etching process of silicon wafers and other semiconductor materials, with strong technical capabilities supporting the advancement of fine processing technology for wafers.
15. Tuojing Technology (688072): Its deposition equipment is one of the key devices in semiconductor silicon wafer manufacturing, ensuring the thin film deposition process for wafer production.
16. Shengmei Shanghai (688082): Mainly engaged in semiconductor cleaning equipment, the cleaning process is a crucial step in wafer manufacturing, with its equipment helping to improve the yield of silicon wafer products.
17. Zhichun Technology (603690): Its equipment involves high-purity processes in semiconductor silicon wafer manufacturing, providing a clean environment and supporting equipment for wafer production.
18. Jiangfeng Electronics (300666): A leader in ultra-high purity sputtering targets, its target products are used in the physical vapor deposition process for silicon wafers and other semiconductor devices, entering the supply chain of TSMC.
19. Yake Technology (002409): Leading in fluorinated special gases and precursors, its products are applied in the etching process of silicon wafers and chips, with a significant domestic market share advantage.
20. Tianyue Advanced (688234): Engaged in the field of silicon carbide substrates, which are important as third-generation semiconductor materials, serving as a significant supplement to special semiconductor silicon wafers.