National Silicon Industry Group

What National Silicon Industry Group does

National Silicon Industry Group (NSIG, legal name Shanghai Silicon Industry Group Co., Ltd. / 上海硅产业集团股份有限公司) is a Shanghai-headquartered, state-influenced holding company that develops and manufactures semiconductor silicon wafer materials. Founded in November 2015 with CNY 2 billion of Phase I capital from the National IC Industry Investment Fund ("Big Fund"), Shanghai Guosheng Group and other state-backed investors, NSIG was established as China's first company dedicated to silicon material industry and ecosystem development. It listed on the SSE STAR Market under ticker 688126 in April 2020.

NSIG's product portfolio spans 300mm polished and epitaxial wafers (via subsidiary Zing Semiconductor / Shanghai Xinsheng, the first mainland Chinese firm to achieve large-scale sales of 300mm wafers and the entity that passed the 02专项 40-28nm project acceptance in September 2020), 200mm and smaller customized specialty wafers (via wholly-owned Finnish subsidiary Okmetic, which is investing EUR 388 million in a new Vantaa factory adding 3.132 million pieces/year), and SOI / epitaxial materials (via Simgui, China's largest SOI production base). A 14.5% strategic stake in France's Soitec provides access to approximately 3,600 patents covering RF-SOI and FD-SOI technologies for 5G, automotive and IoT applications.

The company makes money through direct B2B enterprise sales of silicon wafers to integrated circuit fabs, MEMS and sensor manufacturers, and RF/power semiconductor manufacturers across China, Europe and the broader Asia-Pacific region. Pricing is negotiated bilaterally rather than publicly disclosed, and the GTM motion is enterprise field sales anchored on long qualification cycles with mainstream semiconductor fabs. The group also operates Simwings (high-end SOI), New Silicon Aggregation (新硅聚合), and Taiyuan Jinke (太原晋科, 300mm capacity expansion to a stated 1.2 million wafers/month target), and is undergoing a CNY 11.45 billion (US$1.6 billion) capital restructuring in 2026 to address multi-year operating losses and strengthen the balance sheet of core subsidiary Shanghai Xinsheng.

Name

National Silicon Industry Group

Legal name

Shanghai Silicon Industry Group Co., Ltd. (上海硅产业集团股份有限公司)

Website

https://nsig.com

Company type

Public

Founded year

2015

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

National Silicon Industry Group is a Shanghai-headquartered, state-backed semiconductor silicon wafer manufacturer producing 300mm polished/epitaxial wafers, 200mm specialty wafers, and SOI materials for IC fabs and MEMS, RF and power semiconductor customers across China, Europe, and Asia-Pacific.

Ownership category

akta.pro rank

Product category

Semiconductor Silicon Wafer Manufacturing

NAICS

Semiconductor and Related Device Manufacturing (334413)

SIC

Semiconductors & Related Devices (3674)

akta.pro primary industry

Silicon Wafers (Prime/Test/SOI) (HDAHAGAA)

Keywords

• Semiconductor silicon wafers
• 300mm wafer manufacturing
• SOI materials
• Epitaxial silicon wafers
• MEMS silicon substrates

Headquarters

HQ city

Shanghai

HQ country

China

HQ region

Asia

Offices4 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Supply Chain, Operations, Infrastructure, Technology or R&D, Personnel

Revenue model

1. 300mm Silicon Wafer Sales: Mass production and sales of 300mm polished and epitaxial silicon wafers to domestic mainstream semiconductor customers. NSIG was the first company in mainland China to achieve large-scale sales of 300mm semiconductor silicon wafers.
2. 200mm Specialty Silicon Wafer Sales: Sales of 200mm and smaller polished wafers, epitaxial wafers, and SOI wafers. Okmetic invests approximately EUR 388 million (CNY 2.95 billion) to build new factory in Finland, adding 3.132 million pieces annually of 200mm semiconductor polished wafers capacity.
3. SOI Wafer Sales: Sales of SOI (Silicon-on-Insulator) materials through Simgui subsidiary, China's largest SOI production base. Focus on高端SOI production line for RF, power, and sensor applications.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

National Silicon Industry Group manufactures and sells semiconductor silicon wafers, including 300mm polished and epitaxial wafers for advanced IC manufacturing at 40-28nm nodes, 200mm and smaller polished wafers, and SOI (Silicon-on-Insulator) materials. Products are produced by its wholly-owned subsidiaries Zing Semiconductor (300mm wafers), Simgui (SOI), and Okmetic (Finland, customized 150-200mm wafers) and sold directly to integrated circuit manufacturers, MEMS/sensor producers, and RF/power semiconductor fabs.

Differentiator

Problem solved

Functional benefit

Brands

• ZINGSEMI (上海新昇): Leading 300mm silicon wafer manufacturer in China, first to achieve large-scale sales of 300mm silicon wafers in mainland China
• Simgui (新傲科技)
• Okmetic
• Simwings (新傲芯翼)

Products and services

• 300mm Semiconductor Silicon Wafers Large-diameter 300mm polished and epitaxial silicon wafers produced by subsidiary Zing Semiconductor (Shanghai Xinsheng) for advanced integrated circuit manufacturing at 40-28nm nodes. First mainland Chinese product to achieve large-scale commercial sales in this category, certified by domestic mainstream semiconductor customers.
• 200mm and Smaller Polished and Epitaxial Silicon Wafers 200mm and smaller polished and epitaxial silicon wafers produced globally through wholly-owned subsidiary Okmetic Oy (Finland) for advanced sensors, discrete semiconductors, power devices, RF filters, integrated passive devices and analog circuits.
• SOI (Silicon-on-Insulator) Wafers SOI (Silicon-on-Insulator) wafers produced by wholly-owned subsidiary Shanghai Simgui Technology, China's largest SOI material production base and a leading supplier of epitaxial wafers, serving RF, power, and sensor applications including 5G, automotive electronics, and IoT devices.
• Customized High-Value-Added 150-200mm Silicon Wafers Customized single-sided polished wafers, double-sided polished wafers, and SOI wafers in 150-200mm sizes for MEMS devices, sensors, and analog circuits, supplied globally through Okmetic Oy's mass production capabilities.

Quantifiable outcome

• First domestic company to achieve large-scale 300mm silicon wafer sales in mainland China
• +3 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• Okmetic (Finland)coreOEM/ Whitelabel/ Licensing Partner · 11 May 2022Okmetic, founded in 1985 and originally a Finnish listed company, was privatized by NSIG in July 2016 and became a wholly-owned subsidiary. Okmetic specializes in customized high-value-added silicon wafers for MEMS, sensors, RF and power products. NSIG invested approximately EUR 388 million for Okmetic to build a new factory in Finland, the largest investment in Okmetic's history, adding 3.132 million pieces annually of 200mm wafer capacity.
• Soitec (France)coreStrategic or Co-development Partner · 1 May 2016NSIG invested in Soitec (French listed company) in May 2016, acquiring 14.5% ownership through subscription for directional add-shares and share allotments. Soitec is a global leader in innovative semiconductor materials with unique SOI technology serving electronics and energy markets. The investment improves NSIG's layout in SOI materials and strengthens internal synergy through business cooperation. Soitec has approximately 3,600 patents with core technologies being RF-SOI and FD-SOI.

Scale indicators12 records

Recent moves10 records

Expansion highlights5 records

Direct peers

• SUMCO: SUMCO (Japan) is the world's second-largest silicon wafer maker, supplying 300mm and 200mm wafers to leading-edge logic and memory fabs. It is a direct competitor to NSIG in advanced-node 300mm wafer qualification and serves the same global foundry and IDM customers.
• SK Siltron: SK Siltron (Korea) is a major global silicon wafer producer serving Samsung and SK Hynix memory and logic fabs. It competes with NSIG for 300mm wafer qualifications and is one of the top six incumbents that collectively hold ~81% of the global silicon wafer market.
• GlobalWafers: GlobalWafers (Taiwan) is the third-largest global silicon wafer producer and recently completed its acquisition of Siltronic, expanding its 300mm footprint. It is a direct competitor in 200mm and 300mm wafer markets and competes with NSIG internationally and in Chinese fabs.
• Shin-Etsu Chemical: Shin-Etsu Chemical (Japan) is the world's largest silicon wafer manufacturer through its electronics materials division, dominating supply for TSMC, Samsung, and Intel. It is the direct global benchmark NSIG seeks to compete against across polished, epitaxial, and SOI wafer segments.
• Siltronic AG: Siltronic (Germany) is a major 300mm silicon wafer manufacturer, now a subsidiary of GlobalWafers. It is comparable to NSIG's Zingsemi subsidiary in 300mm polished wafer production for advanced nodes serving European and global logic customers.
• Soitec: Soitec (France) is the global leader in SOI wafer technology (RF-SOI, FD-SOI, Power-SOI) for 5G, automotive, and IoT applications. NSIG holds a 14.5% strategic stake in Soitec, making it both a partner and a partial customer/competitive overlap via Simgui's SOI operations.

Emerging players

• Wafer Works: Wafer Works (Taiwan) produces 200mm epitaxial wafers and selected 300mm wafers, focusing on power semiconductor and MEMS applications. It overlaps with NSIG's Okmetic and Simgui offerings in customized 200mm epitaxial and specialty wafers.
• Episil-Precision: Episil (Taiwan) produces epitaxial wafers (primarily 150-200mm) for power, analog, and MEMS devices. It is comparable to NSIG's Okmetic in the customized 200mm epitaxial wafer segment.
• Gritek: Gritek (China) is a Chinese silicon wafer manufacturer backed by state investors that produces 200mm and 300mm wafers. It is a direct domestic Chinese competitor to NSIG's Zingsemi and Simgui operations for the China-fab customer base.

Broad incumbents

• Zhonghuan Semiconductor: Zhonghuan Semiconductor (China) is a broad semiconductor materials manufacturer specializing in silicon wafers (mono-crystalline) for power and photovoltaic applications. While not a direct 300mm peer, it is a comparable Chinese semiconductor-materials platform competing for state capital and customer mindshare.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries6 records

Funding overview

Funding rounds2 records

Investors5 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about National Silicon Industry Group