{"city":"Shanghai","name":"NSIG","slug":"nsig","facts":[{"date":"2026-04-17","type":"setback","value":"Goodwill impairments in both 2024 and 2025 on the Simgui and Okmetic acquisitions following weaker-than-expected recovery in demand for 200mm and smaller wafers","source":"cninfo.com.cn"},{"date":"2026-04-17","type":"revenue","value":"200mm and below revenue","source":"cninfo.com.cn and brokerage notes"},{"date":"2026-04-17","type":"revenue","value":"300mm revenue","source":"cninfo.com.cn and brokerage notes"},{"date":"2026-04-17","type":"setback","value":"Goodwill impairments on the Simgui and Okmetic acquisitions in 2024 and 2025 due to weaker-than-expected recovery in demand for 200mm and smaller wafers","source":"cninfo.com.cn"},{"date":"2026-04-17","type":"revenue","value":"FY2025 200mm and below revenue","source":"cninfo.com.cn and brokerage notes"},{"date":"2026-04-17","type":"revenue","value":"FY2025 300mm revenue","source":"cninfo.com.cn and brokerage notes"}],"peers":[],"stage":null,"state":"Shanghai","aliases":["National Silicon Industry Group Co., Ltd.","上海硅产业集团股份有限公司","沪硅产业","硅产业集团","Zing Semiconductor","Okmetic"],"country":"China","domains":[{"why":"NSIG manufactures and sells semiconductor silicon wafers, including 300mm and 200mm-and-smaller wafers, through businesses such as Simgui and Okmetic.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":70,"domain":"AI Core","scores":{"gate_ne":["technology","firepower"],"leverage":8,"position":6,"progress":4,"firepower":8,"commercial":10,"deployment":8,"production":8,"technology":6},"edition":null,"segment":null}],"founded":null,"signals":[],"website":"nsig.com","category":"AI Infra · Semiconductor equipment, materials & critical inputs","categories":[{"name":"Wafers, chemicals & gases","domain":"AI Core","parent":"AI Infra · Semiconductor equipment, materials & critical inputs"}],"last_round":null,"updated_at":"2026-09-22T22:30:11.038+00:00","facts_total":17,"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.","sub_category":"Wafers, chemicals & gases","signals_total":0,"url":"https://www.frontiertechintelligence.com/companies/nsig","title":"NSIG · ai core, Shanghai, Shanghai, China · scores, facts and signals · Frontier Tech Intelligence","description":"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)","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}