National Silicon Industry Group Co Ltd
- 取引所
- 上海
- 国 / 地域
- China
- 従業員数
- 3,640
- 公式サイト
- www.nsig.com
総合バリュエーションレンジ · 保守的 ¥4–¥6 / 妥当 ¥7–¥11 / 楽観的 ¥12–¥16。¥26.7 時点で 楽観的シナリオの上限を超過 · 将来の成長を先取り。
レポート公開時 ¥26.44（2026年6月9日）
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
National Silicon Industry Group Co., Ltd. engages in the research and development, production, and sale of semiconductor silicon wafers and other high-end semiconductor materials in China and internationally. It offers 200mm and smaller semiconductor silicon wafers, as well as SOI wafers; 300mm semiconductor silicon wafers; and customized silicon wafers. The company was incorporated in 2015 and is based in Shanghai, China.
沿革
National Silicon Industry Group Co., Ltd. (NSIG) was incorporated in 2015 and is headquartered in Shanghai, China, where it engages in the R&D, production, and sale of semiconductor silicon wafers and other high-end semiconductor materials. Its product line spans 300mm wafers, 200mm and smaller polished and epitaxial wafers, SOI wafers, and customized wafers, sold mainly on a direct-sales basis to downstream wafer fabs. The company scaled its 300mm capacity rapidly: its 2024 annual report disclosed 300mm capacity reaching 650,000 wafers/month, with the Shanghai plant completing a 600,000 wafers/month buildout, full-year shipments exceeding 5 million wafers and cumulative historical shipments exceeding 15 million wafers; by 2025 combined Shanghai and Taiyuan capacity was raised to 850,000 wafers/month. An upgrade program in Shanghai and Taiyuan is planned to add 600,000 wafers/month for total 300mm capacity of 1.2 million wafers/month, with total investment of about RMB 13.2 billion. In 2025 the company reported revenue of RMB 3.716 billion, a record since its listing, and disclosed that its Shanghai Xinsheng 300mm business achieved full coverage of logic, memory, image sensor, and power applications as well as full coverage of major domestic customers. Shares outstanding rose from about 2.747 billion at end-2024 to about 3.305 billion by mid-2026, an increase of roughly 20.3%, as the company funded its expansion. As of 2025 it employed about 3,640 people.
業界での地位
NSIG operates in the upstream semiconductor silicon wafer industry, a global oligopoly in which the top five makers—Shin-Etsu Chemical, SUMCO, GlobalWafers, Siltronic, and SK Siltron—together held close to 90% market share per its 2022 report and more than 90% per its 2025 report. Within mainland China it has established a leading position in 12-inch (300mm) wafers, with 2025 combined Shanghai and Taiyuan capacity of 850,000 wafers/month. Its customer base consists of domestic and international wafer fabs, disclosed to include TSMC, UMC, GlobalFoundries, STMicroelectronics, TowerJazz, SMIC, Hua Hong Grace, Huali Microelectronics, and China Resources Microelectronics. The business is a certification-driven materials supply model: fabs are highly sensitive to wafer quality, defect density, warpage, thickness uniformity, and surface particle control, and the certification process and yield ramp make supplier switching difficult. Differentiation rests on process and certification barriers, scale and capital intensity, and a product mix that includes 300mm SOI, heavily doped, and epitaxial wafers under mass-production and verification. Industry demand data from SEMI showed 2025 global wafer shipment area rising 5.8% to 12,973 million square inches while industry revenue fell 1.2% to USD 11.4 billion, with 300mm growing and 200mm and below weaker—consistent with the company's own disclosure that its strongest growth came from 300mm. In 2026 Q1 revenue grew 35.22% year over year, driven by 300mm wafer sales rising more than 90% year over year.
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