en.Wedoany.com Reported - Zhongwei Semiconductor's new memory chip products officially began shipping in the second quarter of this year, though the business scale remains small, with related revenue only at the million-yuan level. Regarding the recent MCU price hike logic, the company stated that the price increase is driven by changes in supply-demand dynamics, with industry demand growth significantly outpacing capacity expansion.
On July 2, Zhongwei Semiconductor disclosed in its investor relations activity records that the current MCU chip market is generally experiencing supply shortages. The overall MCU capacity growth in the industry has stalled, with some segments even seeing negative growth. Wafer foundry capacity resources are increasingly tilted toward high-demand categories such as memory, a trend that has further tightened MCU supply and supported product price increases.
In terms of new business expansion, Zhongwei Semiconductor's self-developed memory products began shipping in Q2. The company explained that the short-term scale constraints on the memory business stem from two main factors: first, insufficient supporting capacity supply, and second, a limited number of product models available for market launch, preventing significant revenue growth in the near term.
The launch of these new memory products marks Zhongwei Semiconductor's official entry into the memory chip track, achieving category expansion beyond its core MCU business. Leveraging its existing semiconductor design and R&D platform, the company has completed technical validation and customer sampling for memory products, opening up a second growth space. However, gaps in capacity and product portfolio still need to be gradually addressed over time.
