Gritek to take full control of 12-inch silicon wafer venture in major restructuring

Gritek's move aims to secure full control over 12-inch silicon wafer production, directly undermining foreign players' market leverage. Technologically, this vertical integration strengthens domestic support for EUV lithography nodes, especially in material supply chains. From a compliance standpoint, increasing U.S.-China tech decoupling raises scrutiny over such deals, particularly concerning supply chain resilience. Competitors like Siltronic and SUMCO may accelerate partnerships or investments in China to counter local consolidation. In the medium term, the semiconductor ecosystem in Taiwan, China and Hong Kong, China will deepen integration, fostering regional self-reliance in equipment and materials, accelerating domestic industrialization.