西安奕材网上路演成功举行 募集资金将全部用于保障第二工厂建设

Core Viewpoint - Xi'an Yiswei Material Technology Co., Ltd. (referred to as "Xi'an Yicai") successfully held an investor communication meeting following its initial public offering and listing on the Sci-Tech Innovation Board, focusing on its main business, operational performance, core advantages, and development strategy [1] Company Overview - Since its establishment, Xi'an Yicai has focused on the research, production, and sales of 12-inch silicon wafers, which are used in various types of chips including NAND Flash, DRAM, and logic chips [1] - The company adheres to a core value of "technology as the foundation," continuously enhancing its product technology and process capabilities to meet the standards of the top five global manufacturers [1] Production Capacity and Market Position - Xi'an Yicai ranks among the top suppliers of 12-inch silicon wafers in China and is a preferred supplier for newly established 12-inch wafer fabs [2] - As of the end of 2024, Xi'an Yicai is projected to be the largest 12-inch silicon wafer manufacturer in mainland China, with a global market share of approximately 7% in production capacity and 6% in monthly shipment volume [2] Technological Advancements - The company has successfully mass-produced silicon wafers for advanced 2YY-layer NAND Flash, next-generation DRAM, and advanced process logic chips, with validation from mainstream customers [2] - In the high-end AI chip sector, Xi'an Yicai is validating silicon wafers suitable for high-performance computing and storage needs, which are essential for AI model training and inference [2] Future Development Plans - The funds raised from the IPO will be entirely allocated to the construction of a second factory, which, upon reaching full capacity, will enable a combined production capacity of 1.2 million wafers per month, increasing the global market share to over 10% [3] - This expansion aims to alleviate the supply-demand imbalance of 12-inch silicon wafers in China and enhance the competitiveness of the domestic electronic-grade silicon wafer industry [3]