NuAxiSemiconductor trade intelligence
China's NSIG sees silicon wafer prices rebound, but profitability remains elusive
What happened
According to the title, silicon wafer prices at China's NSIG (National Silicon Industry Group) have rebounded, but profitability remains elusive. The source states that NSIG expects to complete its expansion to 1.2 million 300mm silicon wafers per month by the end of 2026, positioning the Chinese semiconductor materials supplier to benefit from recovering wafer prices and from growing demand for silicon-on-insulator (SOI) substrates used in silicon photonics (SiPh). The expansion is a plan; the source does not state the cause of the price rebound or the profitability difficulty.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
300mm silicon waferssilicon-on-insulator (SOI) substrates
National Silicon Industry Group (NSIG)
Source and time
Source: DigiTimes Asia · 11/5/2026 · View original source
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