Core Viewpoint - The company is positioned as a leader in the domestic market and is internationally competitive in the silicon wafer industry, with significant advancements in technology and production capacity to meet the growing demand for domestic alternatives [1] Technology Reserve - The company has mass-produced products for 2YY-layer NAND Flash memory chips, advanced generation DRAM memory chips, and advanced process logic chips - More advanced process NAND Flash memory chips, advanced generation DRAM memory chips, and 12-inch silicon wafers have been validated by mainstream customers - As of June 30, 2025, the company has applied for a total of 1,843 domestic and international patents, with over 80% being invention patents - The company has obtained 799 authorized patents, with over 70% being invention patents - The company holds the most authorized domestic and international invention patents in the 12-inch silicon wafer field in mainland China as of June 30, 2025 [1][1][1] Wafer Production Capacity - The company's first factory, with a capacity of 500,000 wafers per month, reached full production in 2023 - The second factory, part of the fundraising project, officially commenced production in 2024 and is planned to reach full capacity by 2026 - By the end of 2024, through technological innovation and efficiency improvements, the company has increased the first factory's capacity to over 600,000 wafers per month, with a combined capacity reaching 710,000 wafers per month, accounting for approximately 7% of global 12-inch silicon wafer capacity - By 2026, the combined capacity of the first and second factories is expected to reach 1.2 million wafers per month - The company will decide on future capacity expansions based on market conditions [1][1][1]
西安奕材：回应技术储备与晶圆产能，展望2026年发展前景