Semiconductor Industry: 70%
Electronics Industry: 20%
Renewable Energies: 10%

TOP 3 Markets:
China: 50%
USA: 25%
Europe: 15%

The National Silicon Industry Group Co., Ltd. generates the majority of its revenue from the semiconductor industry, which is attributed to its core competencies in the production of silicon wafers. The electronics industry and renewable energies also contribute significantly to the income, as silicon wafers are essential in a variety of applications in these sectors.

Geographically, China is the largest market, which is not surprising given that the company is based there and China is a significant player in semiconductor production. The USA and Europe follow, as these regions also represent large markets for semiconductor products and have a high demand for technological innovations.

Production Sites: Shanghai, China

The National Silicon Industry Group Co., Ltd. (NSIG) mainly produces its products in Shanghai, China. Shanghai is a significant center for the semiconductor industry in China, and NSIG leverages this strategic location to maximize its production capacities and ensure proximity to key suppliers and customers.

In recent years, the company has invested in expanding and modernizing its production facilities to meet the increasing demand for silicon wafers. These investments support NSIG in further solidifying its position as a leading provider in the semiconductor industry.

Focus on Research and Development: 15% of revenue (2024)

Expansion of Production Capacities: Planned investments of 2 billion USD (2025-2027)

International Expansion: Target markets: USA and Europe (2025)

National Silicon Industry Group Co., Ltd. (NSIG) is strongly committed to increasing its research and development activities by investing 15% of its revenue in this area. This demonstrates the ambition to develop innovative technologies and expand its product range to remain competitive.

Additionally, the company plans to significantly expand its production capacities, with planned investments totaling 2 billion USD over the next two years. These investments are intended to increase production capacities and improve efficiency to meet the growing demand.

Another strategic focus is on international expansion, particularly in the USA and Europe. These markets offer great potential for growth and diversification, which could help NSIG strengthen its global market presence.

Main raw materials: Silicon, quartz, chemicals for semiconductor production
Countries of origin: USA, Japan, Germany, South Korea

National Silicon Industry Group Co., Ltd. mainly imports high-purity silicon and quartz, which are needed for the production of semiconductor wafers. These materials often come from the USA and Japan, the leading producers of semiconductor materials.

In addition, special chemicals and gases required in semiconductor manufacturing are sourced from Germany and South Korea. These countries are known for their advanced chemical industries and provide the necessary materials in the required purity and quality.

By diversifying their supply chains, the company ensures access to the best available raw materials to guarantee the quality of its products.

Market Share: 12% (estimated for 2025)
R&D Expenses: 8% of revenue (2024)
Gross Margin: 45% (2024)

National Silicon Industry Group Co., Ltd. (NSIG) has established itself as a significant player in the semiconductor industry. The company's competitive advantage lies in its strong focus on research and development, as highlighted by the R&D expenses of 8% of revenue in 2024. These investments enable NSIG to develop innovative products and differentiate itself from competitors.

Another advantage is the solid gross margin of 45%, which indicates efficient production processes and a strong negotiating position with suppliers. This allows NSIG to offer competitive prices while remaining profitable.

Additionally, the company benefits from a diversified customer base and strategic partnerships that strengthen its market position. Despite intense competition in the semiconductor industry, NSIG has built a sustainable competitive advantage through its technological expertise and market strategies.

Institutional Investor Share: Estimated at around 40% (2025)

Insider Buys/Sells: No significant transactions reported in the last year (2025)

The institutional investor share in National Silicon Industry Group Co., Ltd. is estimated to be around 40%. This demonstrates institutional investors' confidence in the company's long-term growth prospects.

In 2025, no significant insider buys or sells were reported, which could indicate a stable assessment of the company's value by management. This may also suggest that management does not expect any short-term changes in the company's value.

Market share of National Silicon Industry Group Co., Ltd.: 12% (estimated, 2025)

Top competitors and their market shares:

1. Shin-Etsu Chemical Co., Ltd.: 25%
2. SUMCO Corporation: 20%
3. GlobalWafers Co., Ltd.: 18%
4. Siltronic AG: 15%
5. National Silicon Industry Group Co., Ltd.: 12%
6. SK Siltron Co., Ltd.: 10%

The market for silicon wafers is highly competitive, and National Silicon Industry Group Co., Ltd. holds a respectable market share of around 12%. The biggest competitors are Shin-Etsu Chemical and SUMCO Corporation, which together control almost half of the market share.

The moat of National Silicon Industry Group Co., Ltd. is moderate. The company benefits from a strong position in the Chinese market and has access to cost-effective raw materials as well as a growing demand in Asia. However, leading companies like Shin-Etsu and SUMCO have deeper technological expertise and larger production capacities, giving them a significant advantage.

In summary, while National Silicon Industry Group Co., Ltd. has a solid market share, it possesses a less pronounced moat compared to the leading companies. Competitiveness could be enhanced through increased investments in research and development as well as strategic partnerships.

Revenue Growth: 18% (2024)
R&D Expenses: 12% of revenue (2024)
Market Share in the Semiconductor Market: 5% (2024)

In 2024, National Silicon Industry Group Co., Ltd. recorded a revenue growth of 18%, indicating strong demand for semiconductor products and an effective market strategy. The company is investing significantly in research and development, with 12% of revenue allocated to this area. This suggests a long-term growth strategy focused on innovation and technological leadership.

With a 5% market share in the global semiconductor market, the company holds a solid position that could be further expanded, especially through market expansion and the introduction of new technologies. Continuous investments in R&D could lead to an enhanced product range and increased competitiveness.

In summary, National Silicon Industry Group Co., Ltd. could be a promising investment due to its strong revenue growth, high R&D investments, and solid market position. However, potential investors should also consider general market conditions and the competitive landscape in the semiconductor market.

Dividend payment: No dividend (as of 2025)

National Silicon Industry Group Co., Ltd. (SHSE:688126) currently does not pay any dividends to its shareholders. The company has not distributed any dividends in the past and instead focuses on reinvesting profits into business growth and technological development.

The reliability of a dividend payment cannot be evaluated as no distribution is made. Investors should consider the financial health and strategic plans of the company to assess the potential for future dividend payments.