Core Viewpoint - The company, Lian Micro (605358.SH), is focusing on its 12-inch silicon wafer products, particularly heavy-doped epitaxial wafers, which are competitive in both domestic and international markets [1] Group 1: Product and Technology - The company's 12-inch silicon wafer products include lightly doped polished wafers and heavily doped epitaxial wafers [1] - The subsidiary, Jinruihong, possesses globally leading production technology for certain heavy-doped epitaxial wafers, which are a key product for the company [1] Group 2: Market Demand and Applications - The heavy-doped silicon wafers, specifically the heavy-doped arsenic and phosphorus epitaxial wafers, have a strong order backlog due to their technological advantages [1] - The products are widely used in uninterruptible power supplies for AI servers, driven by the growing demand from AI and computing power sectors [1] Group 3: Future Outlook - The company aims to leverage its technological advantages to expand its presence in the 12-inch heavy-doped silicon wafer market, addressing the increasing market demand and enhancing economic benefits [1]

格隆汇9月5日丨立昂微(605358.SH)在投资者互动平台表示，公司12英寸硅片产品包括轻掺抛光片和重 掺外延片。公司子公司金瑞泓掌握的部分重掺外延片生产技术全球领先，重掺硅片也是公司的拳头产 品，在海内外市场具有较强的竞争力。公司12英寸重掺砷、重掺磷外延片凭借技术优势，订单充足，产 能爬坡迅速，随着AI、算力等新增需求的不断增长，低阻重掺硅片产品已广泛应用于AI服务器的不间 断电源。公司将依托自身的技术优势，在12英寸重掺硅片领域继续做大做强，满足市场不断增长的需 求，同时给公司带来较好的经济效益。 ...