Semiconductor silicon wafers experience concept fluctuation and strength ShenGong Co., Ltd. 20cm hits the daily limit

Mars Finance News, in the early trading session, the semiconductor silicon wafer concept saw volatile gains, with Shen Gong Co., Ltd. hitting the 20cm limit-up. Previously, TCL Zhonghuan reached the limit-up, and Minde Electronics, Xi'an Yicai, Jing Sheng Electric, and Lian Micro followed suit. On the news front, since 2026, global semiconductor silicon wafer prices have entered an upward trend, with Shin-Etsu Chemical, SUMCO, and GlobalWafers, the three major giants, simultaneously raising the price of 12-inch silicon wafers, among which the increase for AI/HPC dedicated wafers is particularly notable. The recent price hike is the result of the combined effects of growing demand, supply constraints, and rising costs. (Cailian Press)
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