Core Viewpoint - Xi'an Yiswei Material Technology Co., Ltd. has successfully listed on the Sci-Tech Innovation Board, becoming the first unprofitable company to go public after the "Kebiao" policy, which will directly boost the domestic production rate of 12-inch silicon wafers to over 20% and enhance the overall competitiveness of China's semiconductor industry [5][6]. Group 1: Company Overview - Xi'an Yiswei's successful listing is a significant milestone, showcasing the collaborative efforts of various stakeholders, with capital playing a crucial role in its development [5][8]. - The company was established in 2016 and initiated its silicon wafer project in 2017, aiming to break the long-standing monopoly of five international giants that control 92% of the market [5][6]. Group 2: Market Context - The demand for 12-inch silicon wafers has surged due to the structural explosion in downstream needs, particularly driven by 3D NAND storage for smartphones and data centers [5][6]. - By 2024, domestic production capacity for 12-inch wafers is expected to reach 2.35 million pieces per month, with Xi'an Yiswei accounting for over 30% of this capacity at 710,000 pieces per month [6]. Group 3: Investment Journey - The investment journey began in early 2019, with the founding team focusing on hard technology and deepening their engagement in the semiconductor industry [7][8]. - Over eight years, the company has raised over 10 billion yuan in financing, with significant investments from various partners, demonstrating a commitment to long-term value in the semiconductor sector [8].
西安奕材的国产突围之路 | Profolio动态