Xi'an Yicai said at the 2026 third quarter results briefing that according to SEMI forecasts, global monthly demand for 12-inch silicon wafers will exceed 10 million wafers in 2026, with a compound growth rate of about 7% over the next five years; domestic monthly demand is currently around 3.5 million wafers, and the compound growth rate is expected to reach 15% in the next five years. In the first three quarters of 2026, the company's production line continued to be in full operation, and there were sufficient orders in hand. Ongoing orders in 2027 have covered more than 90% of the planned production capacity. In the future, domestic production replacement space will be sufficient to support the company's additional production capacity.

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