Recently, Tongwei Co.,Ltd. stated during institution interviews that its wholly-owned subsidiary, Yongxiang Co.,Ltd., currently has a production capacity of 1,000 tons of semiconductor-grade polysilicon, and its products have successfully passed downstream customer verification and achieved overseas delivery. In recent years, global demand for semiconductor-grade polysilicon has been relatively stable, and the company has no plans for large-scale switching to semiconductor-grade polysilicon. The company is simultaneously promoting the upgrading of existing PERC production capacity and the construction of new TNC capacity. It is expected that the about 38 GW of PERC production capacity transformation will be completed gradually in 2024, and 16 GW and 25 GW of TNC battery production capacity will be respectively added at Meishan and Shuangliu bases. It is expected that by the end of 2024, the company's TNC battery production capacity scale will exceed 100 GW.
通威股份：暂无大规模切换半导体级多晶硅的规划，预计年底公司TNC电池产能规模将超100GW
Tongwei Co., Ltd. currently has no plans to switch to large-scale semiconductor-grade polycrystalline silicon. The company expects the scale of TNC battery production capacity to exceed 100GW by the end of the year.
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