NSIG

Shanghai, Shanghai, China · nsig.com

NSIG manufactures and sells semiconductor silicon wafers, including 300mm and 200mm-and-smaller wafers, through businesses such as Simgui and Okmetic.

AI Core · watchlist · score 70

Positioning

NSIG is China largest domestic semiconductor wafer producer and the parent of Simgui, already recorded in this registry as a fold. FY2025 revenue was RMB 3,716 million, up 9.69 percent. The 300mm business is the growth engine and the AI link: segment revenue reached RMB 2,439 million, up 15.80 percent, on sales volume up roughly 27 percent, driven by AI-related demand pulling global 300mm wafer shipments back into growth after two years of decline. The profitability picture is severe and is why momentum scores 2: net loss attributable widened to RMB 1,508 million, main-business gross margin was minus 17.78 percent, the 300mm segment gross margin fell to minus 14.99 percent, and the 200mm and below segment ran at minus 23.37 percent, attributed to falling prices, high fixed costs during capacity ramp before scale effects arrive, and inventory write-downs. Goodwill impairments were taken in 2024 and 2025 on the Simgui and Okmetic acquisitions. NSIG holds approximately 5.8 percent of Soitec and signed a 10-year licensing extension with it on 2026-03-13.

Facts, with sources

  • Goodwill impairments in both 2024 and 2025 on the Simgui and Okmetic acquisitions following weaker-than-expected recovery in demand for 200mm and smaller wafersSetback · cninfo.com.cn
  • 200mm and below revenueRevenue · cninfo.com.cn and brokerage notes
  • 300mm revenueRevenue · cninfo.com.cn and brokerage notes
  • Goodwill impairments on the Simgui and Okmetic acquisitions in 2024 and 2025 due to weaker-than-expected recovery in demand for 200mm and smaller wafersSetback · cninfo.com.cn

17 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment8
Production8
Commercials10
Progress4
Technology6
Positioning6
Firepower8
Leverage8

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Questions this page answers

What does NSIG do?

NSIG manufactures and sells semiconductor silicon wafers, including 300mm and 200mm-and-smaller wafers, through businesses such as Simgui and Okmetic. NSIG is China largest domestic semiconductor wafer producer and the parent of Simgui, already recorded in this registry as a fold. FY2025 revenue was RMB 3,716 million, up 9.69 percent. The 300mm business is the growth engine and the AI link: segment revenue reached RMB 2,439 million, up 15.80 percent, on sales volume up roughly 27 percent, driven by AI-related demand pulling global 300mm wafer sh

Where does NSIG rank in ai core?

NSIG is on the AI Core watchlist list of Frontier Tech Intelligence with a score of 70 out of 100, below the Top 100.

Where is NSIG based and when was it founded?

NSIG is based in Shanghai, Shanghai, China.

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