Silan(SH:600460) 半导体芯闻·2026-01-05 10:13Core Viewpoint - The article highlights the significant advancements made by Silan Microelectronics in the semiconductor industry, particularly through the launch of an 8-inch silicon carbide (SiC) power device chip manufacturing line and a 12-inch high-end analog integrated circuit chip manufacturing line, marking a key milestone in the company's development and the broader semiconductor sector in China [2][4][6][10]. Group 1: 8-inch SiC Power Device Chip Manufacturing Line - The 8-inch SiC power device chip manufacturing line represents a breakthrough in technology and scalability, with a total investment of 12 billion RMB, aimed at producing 720,000 8-inch SiC chips annually upon full capacity [4]. - The first phase of this project is expected to gradually ramp up production from 2026 to 2028, achieving an annual production capacity of 420,000 8-inch SiC power device chips [4]. - This production line will primarily serve applications in new energy electric vehicles, photovoltaics, energy storage, charging piles, large home appliances, AI server power supplies, and industrial power supplies, enhancing system efficiency and power density for customers [4]. Group 2: 12-inch High-end Analog Integrated Circuit Chip Manufacturing Line - The 12-inch high-end analog integrated circuit chip manufacturing line has a planned investment of 10 billion RMB, focusing on high-end applications such as automotive, large computing servers, robotics, wind and solar storage, industrial, and communications [6]. - Initial production is expected to commence in the fourth quarter of 2027, with full capacity of 240,000 12-inch analog integrated circuit chips per year targeted by 2030 [6]. - A second phase of investment, also amounting to 10 billion RMB, is planned to further enhance production capacity to a total of 540,000 12-inch high-end analog integrated circuit chips annually [6]. Group 3: Strategic Importance and Future Outlook - The chairman of Silan Microelectronics emphasized that the advancement of these two production lines is not only about capacity expansion but also about building a collaborative system with customers that ensures technological synergy, stable supply, and agile response [8]. - The vice chairman highlighted these projects as major milestones in the company's history, enhancing its capabilities in compound semiconductors and high-end analog chips, thus providing robust and flexible solutions for system integration and performance optimization [8]. - The company aims to strengthen its manufacturing capabilities and enhance product competitiveness and customer satisfaction, aligning with the opportunities presented by the electrification and intelligence of vehicles and the explosion of AI computing [10].