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立昂微:12英寸重掺外延片订单饱满
Core Viewpoint - The company, Liang Microelectronics, reports strong market demand for its 12-inch silicon wafer products, particularly for low-resistance orders, indicating a rapid growth phase in production capacity [1] Group 1: Production Capacity - The company has a production capacity of 150,000 12-inch silicon wafers per month at its Chuzhou base, with 100,000 wafers per month dedicated to heavily doped epitaxial wafers [1] - The production capacity for lightly doped polished wafers is 50,000 wafers per month [1] Group 2: Market Demand and Opportunities - There is a robust market demand for the company's products, with full order books for low-resistance products [1] - The long verification cycle for silicon wafer products and the development of new products and production lines by downstream customers present significant opportunities for domestic substitution [1]