1. Shengong (688233) : The company is a leading supplier of semiconductor grade monocrystalline silicon materials in China, and its main business is R&D, production and sales of semiconductor grade monocrystalline silicon materials; The company's core products are large size and high purity semiconductor grade monocrystalline silicon materials, which are mainly used in processing semiconductor grade monocrystalline silicon components, and are the core consumables necessary for wafer manufacturing etching links.
2, Zhaoyi Innovation (603986) : For IDM enterprises, with the continuous improvement of the process level of memory chips, the amount of capital required to invest in wafer manufacturing equipment is getting larger and larger. IDM enterprises' wafer production lines and packaging and testing lines worth billions of dollars are self-built. Only by maintaining rapid growth and high market size can they afford the huge maintenance costs and depreciation brought by high-value equipment. At the same time, IDM enterprises need to continuously invest heavily in new production lines to cope with the rapid technological progress.
1. Smic: one of the world's leading IC wafer foundry companies.
2. Huahong Group: Business includes integrated circuit R & D and manufacturing, electronic component distribution, intelligent system application, etc.
3. China Resources Microelectronics: a semiconductor enterprise with integrated operation capabilities of the whole industry chain, such as wafer manufacturing, packaging and testing.
5: Shaoxing SMIC.
6: Ningbo SMIC.