A certain second-tier silicon wafer factory plans to partially withdraw, and the pace of market-driven capacity clearance in the photovoltaic industry is accelerating.

date
12/05/2026
May 12th, Jinshi Futures News: According to SMM research, a second-tier silicon wafer company recently mortgaged its Inner Mongolia base to a domestic photovoltaic equipment manufacturer, involving an annual production capacity of approximately 45GW of silicon wafers. In addition, the company currently retains approximately 28GW of silicon wafer annual production capacity in Yunnan. It is understood that recently, there have been many reports of third-tier silicon wafer companies planning to exit the market. The accuracy of these reports varies, but overall, the pace of market-driven capacity clearance in the photovoltaic industry is accelerating.