CGEE: The silicon semiconductor industry has gradually completed destocking
On September 22, at the 2025 semi-annual performance meeting, Li Hui, Chairman and General Manager of CGEE, analyzed the industry's development prospects, stating that the silicon semiconductor industry has gradually completed destocking. Downstream chip manufacturers such as Hua Hong and SMIC are actively laying out new production capacity, and as the construction cycle is completed, the demand for materials will gradually be released. The photovoltaic industry is currently in a period of anti-involution adjustment. The silicon carbide industry will gradually drive the improvement of technology and demand as new applications emerge downstream
Source: Zhitong The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments