Core Viewpoint - Shanghai Hejing (688584.SH) is accelerating the construction of its Zhengzhou expansion project to meet the strong market demand for its 12-inch wafer production capacity, which is currently fully booked for orders in the upcoming year [1] Group 1: Company Production Capacity - The current production capacity for 12-inch epitaxial wafers is 40,000 pieces per month, primarily used in POWER applications [1] - The second phase of the Zhengzhou project is expected to commence production by the end of this year, with a target to reach a capacity of 60,000 pieces per month by the end of 2026, focusing on CIS applications [1] Group 2: Market Demand and Customer Base - The company has already secured domestic target customers and has completed the sample delivery phase [1]
上海合晶：2026年底完成6万片/月12英寸外延片产能建制 目前国内目标客户已锁定