India, Aug. 19 -- Rising AI computing power demand continues to drive the market for 12-inch silicon wafers, combined with capacity expansions across HBM, 3D NAND, and advanced logic nodes, opening a crucial window of opportunity for domestic large silicon wafer manufacturers.

Since early 2026, major Chinese players-including Xi'an ESWIN Material, Lion Microelectronics, CCMC, TCL Zhonghuan, and NSIG-have stepped up expansion plans. With monthly production and sales volume crossing the one-million-unit mark and multiple RMB 10 billion-level projects breaking ground, China's 12-inch silicon wafer industry is accelerating from yield ramp-up to commercial volume production, while competition expands into high-end specialized products and dif...