At its 2026 semiannual results meeting, Shanghai Silicon Industry said the
domestic silicon wafer market stabilized and warmed in 1H 2026. The company has
been implementing targeted price optimization and commercial negotiations by
product spec, application and customer. It expects domestic silicon wafer
price-recovery gains to be gradually released in H2 2026. Differences in
customers’ contract cycles, product specs and cooperation models mean price
moves will transmit to the company’s revenue and profit with a time lag. The
company plans to capture the price-recovery via scale, product-mix optimization
and cost-efficiency measures to improve profitability.