In an investor-relations filing Shanghai Silicon Industry said domestic 300mm
wafer prices, after steady declines in 2023-25, stabilized in 1H 2026 and have
begun to trend higher. Products that saw larger earlier discounts are undergoing
price recovery, and high-demand SKUs have room for further increases. For
customers without long-term agreements the company is actively pursuing price
adjustments; for long‑term contract customers any price changes will be
negotiated on incremental volumes based on market conditions; as long-term
The orders expire the share of customers eligible for repricing will rise.
company is sampling 300mm SOI across silicon photonics, RF and high-voltage
applications; several products have passed technical validation, customer
validation and onboarding are underway, and some SKUs have completed validation
and started shipping.
