TCL Zhonghuan — Shenzhen Semiconductor Wafer Project · 深圳中环领先半导体材料有限公司

Wafers

TCL Zhonghuan (TCL中环) is primarily a solar (photovoltaic) silicon wafer company — the world’s largest by shipment volume (190GW capacity, 125.8GW shipped i…
Published

October 11, 2026

Chinese name: 深圳中环领先半导体材料有限公司 (Shēnzhèn Zhōnghuán Lǐngxiān Bàndǎotǐ Cáiliào Yǒuxiàn Gōngsī)

TipWhy This Matters

TCL Zhonghuan (TCL中环) is primarily a solar (photovoltaic) silicon wafer company — the world’s largest by shipment volume (190GW capacity, 125.8GW shipped in 2024) — and is tracked here specifically for its separate, smaller semiconductor-grade wafer business, not its core solar operation, to avoid overstating its role in the chip supply chain. That semiconductor-materials segment (Zhonghuan Advanced) grew shipments 17% year-on-year in H1 2026, to 689 million square inches, on revenue of ¥3.04 billion, even as the parent company’s core solar business posted a net loss (narrowing, but still a loss) amid a broader Chinese solar-panel oversupply downturn — a useful reminder that a company’s overall financial headlines can mask a growing chip-adjacent sub-business.

What does this firm supply?

Large-diameter semiconductor-grade silicon wafers. Current production runs through subsidiary Zhonghuan Advanced (中环领先) at Yixing and Xuzhou (Jiangsu), Tianjin, and Hohhot, reaching 700,000 12-inch wafers/month at end-2024. The Shenzhen ‘Integrated Circuit Semiconductor Large Silicon Wafer Project’ (subsidiary Shenzhen Zhonghuan Lingxian Semiconductor Materials, about ¥11.96 billion, planned 700,000 wafers/month) is a planned expansion, not yet a producing site. A separate Ningxia Zhonghuan facility has also been recognized as a national-level ‘intelligent manufacturing demonstration factory,’ though this tracker could not confirm a capacity breakdown specific to semiconductor-grade (as opposed to solar) wafers there.

Key Facts

Category Wafer/Substrate
Segment Wafers
Node Capability Large-diameter (300mm-class) semiconductor-grade silicon wafers; exact node applicability not disclosed
Founded Unknown
HQ Shenzhen
Capacity 700,000 12-inch (300mm) semiconductor wafers/month, as of 2024-12 — installed, Zhonghuan Advanced (中环领先) group-wide; excludes 8-inch and smaller; Shenzhen project adds planned 700k/month
Entity List No
Last Verified Not recorded (newest source dated Aug 2026)

Capability Trajectory

  • 2022: 12-inch wafers below-28nm in volume; 12-inch memory/logic wafers enter volume production
  • 2022: Semiconductor wafer capacity 6in 600k, 8in 870k, 12in 220k per month (mid-2022)
  • 2023: Acquires Xinxin Semiconductor (Xuzhou) with plant shell for 600k/month 12-inch
  • 2024: 12-inch semiconductor wafer capacity reaches 700k/month

Manufacturing Sites in China

  • Shenzhen Zhonghuan Advanced 12-inch wafer project (planned) (Shenzhen (Guangming)) — 12-inch polished, epi and test wafers, planned 700k/month; RMB 11.96bn; 18-month core build to first-phase trial production, 60-month total
  • Zhonghuan Advanced Semiconductor Technology (中环领先半导体科技) Yixing plant (Yixing, Jiangsu (Yixing Economic Development Zone)) — Semiconductor silicon wafers (production and sales)
  • Zhonghuan Advanced (Xuzhou) Semiconductor Materials (Xuzhou, Jiangsu (Xuzhou Economic-Technological Development Zone)) — Semiconductor wafers (production, sales, R&D); ex-Xinxin Semiconductor, acquired
  • Tianjin Zhonghuan Advanced Materials / Tianjin Huanou Semiconductor Materials (Tianjin) — Semiconductor material (wafer) production; listed as production units with process wastewater
  • Inner Mongolia Zhonghuan Advanced Semiconductor Materials (Hohhot, Inner Mongolia) — Semiconductor materials subsidiary (likely crystal growth; products not stated)

Sources

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