NSIG(SH:688126) Xin Lang Cai Jing·2025-10-30 21:09Core Viewpoint - The company, Hu Silicon Industry, reported a revenue of 2.641 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 6.56%, with third-quarter revenue reaching 940 million yuan [1] Group 1: Financial Performance - For the first three quarters of 2025, the company achieved a total revenue of 2.641 billion yuan, marking a 6.56% increase year-on-year [1] - The third-quarter revenue was reported at 940 million yuan [1] Group 2: Research and Development - The company invested a total of 253 million yuan in R&D for the first three quarters of 2025, which is a 21.63% increase compared to the previous year [1] - The R&D focus is on breakthroughs in 300mm semiconductor wafers and 300mm SOI wafers, targeting high-performance chips for AI applications and emerging high-growth sectors [1] Group 3: Production Capacity and Strategy - The company is advancing its capacity upgrade project for 300mm semiconductor wafers in Taiyuan, with combined production capacity in Shanghai and Taiyuan reaching 8 million pieces per month as of June 2025 [1] - In response to market challenges for products below 200mm, the company is actively pursuing a transformation strategy, with subsidiaries Okmetic and New Ao Technology achieving a combined capacity of over 500,000 pieces per month for polishing and epitaxial wafers [1] - The company has established a pilot line for 300mm SOI with an annual capacity of 80,000 pieces, successfully delivering samples to multiple clients [1]