BOE(SZ:000725) 半导体行业观察·2026-01-29 01:15Core Viewpoint - The article emphasizes the importance of having the right direction in business, stating that difficulties can be overcome if the direction is correct, while self-doubt can lead to disastrous outcomes [1]. Group 1: Company Background - Xi'an Yiswei Materials has become the largest 12-inch silicon wafer manufacturer in mainland China, ranking first domestically and sixth globally, with a successful listing on the STAR Market on October 28, 2025 [5][29]. - The company aims to achieve profitability for its first factory by the second half of 2025 and for its second factory by the second half of 2027, with a goal of consolidated profitability by 2027 [28][29]. Group 2: Leadership Insights - Wang Dongsheng, the chairman of Yiswei, believes that the motivation for his second entrepreneurial venture is to align with "the trends of the times and national needs" [6][8]. - He highlights the importance of self-reliance and innovation in the semiconductor industry, emphasizing that true innovation requires foundational technology rather than mere assembly [7][8]. Group 3: Industry Context - The article discusses the evolution of China's industrial landscape over the past four decades, noting the transition from assembly-based industries to a focus on self-sustaining, innovative enterprises [6][7]. - Wang stresses that the semiconductor industry must overcome challenges posed by international trade tensions and technological barriers, advocating for a shift from reliance on external paths to innovative solutions [26][27]. Group 4: Regional Development - The article highlights the supportive role of the local government in Xi'an, which has fostered a conducive environment for Yiswei's growth, including successful financial backing and strategic collaboration [17][20]. - Wang expresses optimism about the potential for Xi'an to become a significant player in the semiconductor industry, similar to other major cities like Beijing and Shanghai [21][22]. Group 5: Future Aspirations - Yiswei aims to achieve a 50% share of its revenue from overseas markets, indicating a strategic focus on both domestic and international growth [29][31]. - The company is committed to addressing common industry challenges and positioning itself as a leader in the semiconductor sector through continuous technological innovation [19][27].