Silicon is the upstream industry of chip manufacturing and also belongs to high-end manufacturing. The main players in the current industry include Shanghai Silicon Industry, super silicon semiconductor, Leon Micro, Zhonghuan shares and so on.
Silicon is also a high-input heavy asset industry, which periodically follows downstream chip demand. We have to judge which of these companies is better in quality, and we have to judge its capacity layout and operation. Because the super silicon semiconductor has not yet been listed, today I choose three other companies for horizontal comparison to obtain some micro understanding. Of course, super silicon semiconductor is not a small player, behind the national fund support.