有研硅近期在特定对象调研中表示，该公司前三季度8英寸硅片产销量创历史新高，高品质超低阻产品销量创新高，通过优化产品结构、开展提质增效，保证了硅片产品高位产销率和开工率。Chairman Fang Yongyi of Inspur silicon expressed that the company's 8-inch silicon wafer production and sales rates were high in the first three quarters, and the company will quickly develop new products, continuously reduce costs through technological advancements. General Manager Zhang Guohu of Inspur silicon stated that the acquisition target DGT is a supplier for Tokyo Electron, Taiwan Semiconductor, Micron, etc., and the acquisition can effectively reduce the cost and risk of end customer certification, speeding up the certification process.
On December 2, the "Science and Technology Innovation Board Daily" (written by Guo Hui) reported that during the third-quarter earnings conference of Inspur Silicon held today, Chairman Fang Yongyi responded to questions from "Science and Technology Innovation Board Daily" reporters about the latest price trends in the semiconductor silicon wafer industry, stating that due to the overall impact on the semiconductor industry, both international and domestic market prices are highly competitive, and the silicon wafer prices in the third and fourth quarters of 2024 are relatively stable.
The silicon wafer prices mainly depend on market demand and inventory situation, and the company's strategy is to optimize the product structure, reduce costs, increase efficiency, and feedback to customers. As for pricing, the focus is on stability, continuously expanding market share. Fang Yongyi stated.
In a recent survey of specific targets, Inspur Silicon stated that the production and sales volume of 8-inch silicon wafers in the first three quarters reached a historical high, and the sales of high-quality ultra-low resistance products also hit record levels. By optimizing the product structure, improving quality and efficiency, the company ensured high production and sales rates and utilization rates of silicon wafer products.
Will the hot market trend continue next year, and can the existing orders further support next year's growth? On this question, Inspur Silicon did not give a direct response. Fang Yongyi stated that the company's 8-inch silicon wafer production and sales rates were high in the first three quarters, and based on market demand, they will leverage their advantages to quickly develop new products, continuously reduce costs through technological advancements.
It is understood that Inspur Silicon's silicon etch equipment material customers are mainly distributed in the United States, Japan, South Korea, and other countries. Currently, the company is actively sending samples to domestic customers to further expand the domestic market.
Meanwhile, Inspur Silicon is currently acquiring companies in overseas markets, accelerating resource integration, and deepening its industry influence.
On November 1st this year, Inspur Silicon announced that it plans to acquire 70% equity of Japan-based company DG Technologies (referred to as "DGT") by paying in cash.
DGT's main business is the research and development, production, and sales of components for etching equipment (including silicon and quartz components), with mature silicon precision processing technology and surface treatment technology. DGT and its controlling shareholder RS Technologies are both involved in the production of etching equipment silicon material, which is the main raw material for DGT's production of etching equipment components, establishing an industry chain relationship.
Regarding the latest developments in the acquisition plan, Yoyoudan Silicon expressed during the earnings conference that they have signed an "Equity Acquisition Intent Agreement" with RS Technologies, and are currently actively conducting audit evaluations and due diligence, with the specific transaction scheme still under discussion.
"DGT has a broad customer base in Japan, serving companies like Tokyo Electron, Taiwan Semiconductor, and Micron, among others as suppliers. Acquisition can effectively reduce the cost and risk of end customer certification, accelerate the certification process," said Zhang Guohu, General Manager of Yoyoudan Silicon. He mentioned that acquiring DG Technologies is beneficial for accelerating the updating and iteration of silicon material manufacturing technology for etching equipment, promoting the integration and upgrade of the industry chain from silicon material to silicon components, enhancing industry technological barriers, and expediting overseas market expansion. This acquisition aligns with the company's development strategy.
In the domestic market, the semiconductor silicon wafer industry may soon see a new heavyweight listed company. On November 29th this year, Xi'an Yisiwei Material Technology Co., Ltd. (referred to as Xi'an Yicai) was accepted for listing on the STAR Market IPO after the 'Eight Scientific' rules, becoming the first unprofitable enterprise listed on the Shanghai Stock Exchange.
Regarding Xi'an Yicai's future financing, listing expansion, and whether it will disrupt the competitive landscape of the semiconductor silicon wafer industry, Dong Yongyi, Chairman of Yoyoudan Silicon, responded to questions from the Science and Technology Innovation Board Daily journalist, stating that Yisiwei (Xi'an Yicai) mainly produces 12-inch silicon wafers, while Yoyoudan Silicon's main products are 6, and 8-inch silicon wafers and silicon materials for integrated circuit etching equipment, showing differences in their primary operations.
Furthermore, in the semiconductor silicon wafer industry, future competition will still be based on cost and technology, but a dominant player scenario will not emerge. Different companies will possess competitive advantages in their respective areas of expertise, contributing to industry advancement through healthy competition," as mentioned by Dong Yongyi.
