Lion(SH:605358) Ge Long Hui·2025-09-05 07:42Core Viewpoint - The company, Lian Micro (605358.SH), is focusing on its 12-inch silicon wafer products, particularly heavy-doped epitaxial wafers, which are competitive in both domestic and international markets [1] Group 1: Product and Technology - The company's 12-inch silicon wafer products include lightly doped polished wafers and heavily doped epitaxial wafers [1] - The subsidiary, Jinruihong, possesses globally leading production technology for certain heavy-doped epitaxial wafers, which are a key product for the company [1] Group 2: Market Demand and Applications - The heavy-doped silicon wafers, specifically the heavy-doped arsenic and phosphorus epitaxial wafers, have a strong order backlog due to their technological advantages [1] - The products are widely used in uninterruptible power supplies for AI servers, driven by the growing demand from AI and computing power sectors [1] Group 3: Future Outlook - The company aims to leverage its technological advantages to expand its presence in the 12-inch heavy-doped silicon wafer market, addressing the increasing market demand and enhancing economic benefits [1]