5.5-Magnitude Earthquake in Yibin, Sichuan, Wafer Output Unaffected

Published: Jun 30, 2026 11:11

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[SMM Flash] At 0:12 on June 29, a magnitude 5.5 earthquake struck Gao County, Yibin City, Sichuan Province, with a focal depth of 6 kilometers. According to SMM statistics, there are six PV wafer enterprise bases in Sichuan, with a combined annual capacity of approximately 146.04 GW, of which two enterprises are located in Yibin City. According to informed sources, the impact of this earthquake on crystal pulling was almost negligible. After equipment production schedules returned to normal, the enterprises operated normally, so it did not affect the monthly wafer output. SMM statistics show that July wafer production schedule is about 52.32 GW, down 5.71% MoM. After supply-side policy expectations weakened, the trend of wafer enterprises making rational production cuts became increasingly evident.

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