立昂微拟投资超22亿元加码重掺硅片上游前三季归母净利仍亏损过亿

Core Viewpoint - The company Lianmicro plans to expand its production capacity by constructing a new project that will produce 1.8 million 12-inch silicon wafers annually, with an investment of approximately 350 million yuan per year over a construction period of about 60 months [1][1][1] Group 1: Project Details - Lianmicro's subsidiary, Jinruihong Microelectronics, will implement the expansion project within its existing facilities, which is designed to meet the growing market demand for high-end power devices [1][1] - The project will enhance the production of heavily doped silicon wafers, which are essential for applications in AI servers, energy storage inverters, charging piles, industrial electronics, and automotive electronics [1][1][1] Group 2: Financial Performance - In the first three quarters of 2023, Lianmicro reported a revenue of 2.64 billion yuan, a year-on-year increase of 15.94%, while the net profit attributable to shareholders was a loss of 108 million yuan [1][1] - The semiconductor silicon wafer segment generated a revenue of 1.98 billion yuan, reflecting a year-on-year growth of 19.66%, with 12-inch wafer sales increasing by 69.70% [1][1][1] Group 3: Market Dynamics - The company noted that the semiconductor industry typically experiences a price cycle that takes about six months to transmit from downstream chip prices to upstream silicon wafer prices [1][1] - Due to sufficient orders, the shipment volume of heavily doped silicon wafers has significantly increased both year-on-year and month-on-month [1][1][1]