At its Sept. 8 interim results meeting Yandong Micro said Yandong Technology’s
12‑inch line is planned at 40k wafers/month; construction capacity has reached
40k and yields exceed 99%, with output set to rise as new products move to mass
production. The Beidian Integration 12‑inch project is planned at 50k
wafers/month, began construction in 2024, had equipment moved in during Q4 2025
and is in equipment debugging and capacity ramp; mass production is expected by
end‑2026 and full capacity by 2030. The company noted foundry profitability
remains sensitive to downstream demand, industry supply and upstream costs; both
lines are steadily ramping and will approach breakeven as orders and yields
improve.
