A Second-Tier Wafer Manufacturer Plans to Partially Exit

Published: May 12, 2026 11:51

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According to an SMM survey, a second-tier wafer enterprise has mortgaged its Inner Mongolia base to a domestic PV equipment manufacturer, involving approximately 45GW of annual wafer capacity. In addition, the enterprise currently retains approximately 28GW of annual wafer capacity at its Yunnan base. Recently, numerous reports have emerged about wafer enterprises planning to exit the market, with sources of varying reliability. Overall, the pace of market-driven capacity rationalization in the PV industry is accelerating.

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