National Silicon Industry Group (NSIG) · 沪硅产业集团股份有限公司
Wafers
Chinese name: 沪硅产业集团股份有限公司 (Hù Guī Chǎnyè Jítuán Gǔfèn Yǒuxiàn Gōngsī)
China’s largest domestic semiconductor silicon wafer producer, founded December 2015 — announced a ¥13.2 billion ($1.82B) investment in 2024 to expand 300mm wafer capacity toward 1.2 million wafers per month, from 450,000/month at end-2023 (650,000 at end-2024, 850,000 at end-2025, per company filings). The expansion is ahead of its original pace: H1 2026 revenue grew 36.5% year-on-year with 300mm wafer shipment volume up over 90%, and combined Shanghai + Taiyuan 300mm capacity had already reached roughly 1 million wafers/month, with 1.2 million/month now targeted by end of 2026 rather than as a multi-year goal.
What does this firm supply?
300mm (12-inch) semiconductor-grade silicon wafers and SOI (silicon-on-insulator) substrates — the base material every fab in this tracker depends on, regardless of the fab’s own ownership category or node.
Key Facts
| Category | Wafer/Substrate |
| Segment | Wafers |
| Node Capability | 300mm silicon wafers; not applicable in the process-node sense used for logic fabs |
| Founded | 2015 |
| HQ | Shanghai |
| Capacity | 1,000,000 300mm wafers/month, as of 2026-06 — installed, Shanghai + Taiyuan combined; company targets 1.2m/month by end-2026 |
| Entity List | No |
| Last Verified | Not recorded (newest source dated Aug 2026) |
Capability Trajectory
- 2018: Shanghai Xinsheng reaches volume production of 300mm wafers (first 300mm ingot pulled 2016)
- 2023: 300mm wafer capacity reaches 450k wafers/month
- 2024: 300mm wafer capacity 650k/month; 300mm SOI 80k wafers/year
- 2025: 300mm wafer capacity 850k/month; 300mm SOI 160k wafers/year
- 2026: Shanghai+Taiyuan 300mm capacity 1.0m/month; Taiyuan in bulk prime-wafer sales; SOI pilot line ~300k/yr
Manufacturing Sites in China
- Shanghai Xinsheng (上海新昇) 300mm wafer fab (Shanghai) — 300mm polished/epi wafers; 2024 plan adds 400k/month slicing-grinding-polishing capacity (RMB 4.1bn)
- Taiyuan Jinke (太原) 300mm wafer base (Taiyuan, Shanxi) — 300mm crystal pulling 600k/month and slicing-grinding-polishing 200k/month (incl. heavily doped), RMB 9.1bn; in customer qualification/ramp, bulk prime sales started
- Simgui / Xin’ao (新傲) SOI and epi lines (Shanghai) — 200mm-and-below epi wafers, SOI; 300mm SOI pilot line (~300k/yr via 新傲芯翼)
Sources
- 沪硅产业大硅片传奇 (上海证券报) (28 Jul 2023)
- China-based National Silicon Industry to double wafer production capacity to foster self-reliant chip ecosystem (13 Jun 2024)
- 沪硅产业：2026年上半年营收同比增长36.51% 300mm硅片销量增幅超90% (中证网) (20 Aug 2026)
- 再投 68 亿元！国产大硅片战事升级，7 大玩家冲锋 (IT之家) (02 Jun 2022)
- 沪硅产业拟132亿元投建300mm硅片产能升级项目 产能将达120万片/月 (证券时报) (11 Jun 2024)
- 上海硅产业集团股份有限公司关于2025年年度报告的信息披露监管问询函的回复公告 (2026-039) (29 Jul 2026)
- 豪掷114.48亿元！千亿半导体龙头，携手股东增资子公司 (中国证券报) (18 Jun 2026)