News
Nanjing JSG develops SiC batch epitaxy equipment to compete with NAURA and CETC
Friday, February 27, 2026 at 04:01 PM
Nanjing JSG is reportedly developing a batch and planetary Silicon Carbide (SiC) epitaxy furnace, joining other domestic players like NAURA and CETC who already offer batch epitaxy solutions.
Context
Nanjing Jingsheng (JSG), listed under ticker 688478, is challenging the dominance of NAURA Technology and CETC by developing its own batch planetary Silicon Carbide (SiC) epitaxy furnace. This move marks JSG’s strategic expansion beyond crystal growth equipment into the high-value epitaxy stage of the power semiconductor supply chain. By introducing batch processing capabilities, JSG aims to compete directly with NAURA’s established Satur series, which currently leads the domestic Chinese market for high-throughput SiC manufacturing.
This development is critical as China shifts toward 8-inch SiC wafers to reduce production costs for the electric vehicle sector. While NAURA and CETC have historically controlled the domestic batch epitaxy landscape, JSG’s entry signals intensifying competition and a broader push for total equipment localization. Investors are monitoring the company's path to mass production, as JSG's success could disrupt the current duopoly and accelerate China’s self-sufficiency in the high-growth third-generation semiconductor market.
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