Yangzhou Yangjie Elec Tech profile, 2026 growth and power semiconductor strategy
Why Yangzhou Yangjie Elec Tech matters in 2026
Yangzhou Yangjie Elec Tech, officially Yangzhou Yangjie Electronic Technology Co., Ltd., is a Shenzhen-listed Chinese power semiconductor company. Its profile has risen as demand increases for MOSFETs, IGBTs, silicon carbide devices, rectifiers, protection devices and small-signal components. Based on the company’s 2025 annual report and 2026 quarterly disclosures, the story is not only revenue growth. It is also the combination of broader power device demand, automotive qualification work, SiC ramp-up, overseas manufacturing plans and a more vertically controlled supply chain.
For electronics buyers, engineers and market watchers, Yangjie is worth following because its products are used in practical power conversion and protection applications, rather than in the most advanced logic chip race. This article reviews the company’s operating model, product portfolio, recent financial signals and supply-chain implications. For more electronics industry updates, visit our News section.
Company background and operating model
Yangzhou Yangjie Electronic Technology Co., Ltd. was founded in Yangzhou, Jiangsu province, and is listed on the Shenzhen Stock Exchange under stock code 300373. The company describes itself as a power semiconductor manufacturer integrating research, production and sales across several parts of the value chain. Its 2025 annual report says its core business covers power semiconductor silicon wafers, chips, device design, manufacturing, packaging and testing.
The company’s model is best understood as a mix of vertical integration and selective fabless activity. In its filings, Yangjie describes an IDM-oriented chain that includes monocrystalline silicon wafer manufacturing, power semiconductor chip design and manufacturing, device packaging and testing, and end sales and service. At the same time, it uses an IDM plus fabless approach in more demanding areas such as MOSFETs, IGBTs and third-generation semiconductors.
That structure matters because power semiconductor competitiveness is shaped by more than chip design. Packaging, thermal management, reliability, cost control and customer qualification can be just as important. For customers, the practical attraction is that a more integrated supplier may be able to coordinate wafer, chip and package choices where price, availability, reliability and form factor must be balanced. The limitation is that vertical integration also exposes the company to manufacturing utilization, capital spending and inventory-cycle risk.
Product lines and end markets
Yangjie’s 2025 annual report divides its main products into three broad areas. The materials segment includes monocrystalline silicon rods, wafers and epitaxial wafers. The wafer segment includes 5-inch, 6-inch and 8-inch silicon-based power electronic device chips, as well as 6-inch silicon carbide chips. The packaged device segment includes MOSFETs, IGBTs, SiC series products, rectifiers, protection devices, small-signal devices and other product series.
These products are used in automotive electronics, artificial intelligence infrastructure, clean energy, 5G communications, smart security, industrial systems and consumer electronics. That places Yangjie in the part of the semiconductor industry tied closely to electrification and power management. The company is not mainly competing in central processors or memory. Instead, it supplies devices that switch, rectify, protect and convert power in systems where efficiency and reliability can directly affect the final product.
| Product area | Examples | Typical relevance |
|---|---|---|
| Power discrete devices | Rectifiers, MOSFETs, IGBTs, protection devices | Power supplies, motor drives, industrial control, automotive electronics |
| Third-generation semiconductor products | SiC chips, SiC devices and modules | EV powertrains, onboard chargers, photovoltaic inverters, high-efficiency power conversion |
| Materials and wafers | Silicon wafers, epitaxial wafers, silicon-based chips | Internal supply support and selected external sales |
| Small-signal products | Small-signal semiconductor packages | Consumer electronics, communications, control circuits and broad electronic assemblies |
2025 results showed growth led by semiconductor devices
The company reported 2025 revenue of CNY 7.130 billion, up 18.18% from CNY 6.033 billion in 2024. The largest product category was semiconductor devices, which generated CNY 6.257 billion in 2025, or 87.75% of total revenue, and grew 20.24% year on year. Semiconductor chips contributed CNY 534.0 million, or 7.49% of revenue, while semiconductor silicon wafers contributed CNY 167.5 million, or 2.35%.
The regional split is also relevant for buyers and competitors. Domestic sales were CNY 5.312 billion in 2025, equal to 74.51% of total revenue. Overseas sales were CNY 1.646 billion, or 23.08%. Overseas revenue grew 20.63% year on year, slightly faster than the company’s overall sales growth. That does not put Yangjie on the same global scale as the largest international power semiconductor groups, but it shows that overseas business is a meaningful part of the company rather than a marginal activity.
Sales-channel data points to another shift. Direct sales accounted for 65.13% of 2025 revenue, while distribution accounted for 32.46%. Distributor revenue grew faster than direct revenue in 2025. For component buyers, this suggests that the company is not relying only on large strategic customers; broader channel availability is also part of its growth pattern. However, distribution-led expansion increases the need to monitor inventory quality, end-demand visibility and price stability.
2026 updates point to stronger power semiconductor demand
The company’s 2026 interim report attributed first-half growth to demand from AI data centers, new energy vehicles, photovoltaic and energy-storage applications, as well as tight 8-inch mature-process capacity. In the first half of 2026, Yangjie reported revenue of CNY 4.515 billion, up 30.69% year on year. The same filing said automotive electronics revenue increased by more than 100% year on year and SiC business revenue nearly doubled, reflecting new products, faster customer introduction and capacity release.
The latest reported quarterly figures reinforced that acceleration. In its 2026 third-quarter report, the company reported revenue of CNY 7.183 billion for the first nine months of 2026, up 34.31% from the same period in 2025. Net profit for the period was CNY 1.217 billion, and net profit attributable to shareholders of the parent company was CNY 1.233 billion. Research and development expenses for the first nine months reached CNY 443.7 million, up 30.09% year on year.
For industry readers, the main point is that Yangjie’s 2026 momentum appears tied to application-level demand rather than a single product launch. EVs, AI servers, inverters, industrial drives and distributed power systems all need efficient power switching and protection. That creates room for MOSFET, IGBT and SiC suppliers, especially when customers want additional qualified sources. Even so, the company’s own reports also show cost, foreign-exchange and working-capital pressures, so growth should not be read as risk-free expansion.
SiC, automotive electronics and overseas capacity are the key watch points
Three themes stand out for 2026 and beyond. The first is SiC. Silicon carbide power devices are used where higher efficiency, higher temperature capability and compact design can justify higher device cost. Yangjie has described progress in SiC chips, automotive-grade modules and customer introduction. For readers comparing suppliers, the key question is not whether a company lists SiC products in a brochure. It is whether those products can pass demanding reliability, qualification and production-consistency requirements. See also: Gadgets.
The second theme is automotive electronics. In automotive power semiconductors, winning a customer is usually a long process involving testing, audits, production part approval, traceability and field reliability expectations. Yangjie has reported stronger automotive revenue and certifications from multiple customers. That is positive, but automotive penetration should still be assessed by program duration, volume visibility, failure-rate performance and the balance between standard discrete components and higher-value modules.
The third theme is overseas manufacturing and service capability. The company has described its MCC Vietnam packaging base as in mass production, focused on power device and small-signal semiconductor packaging. Its 2025 annual report also discussed an overseas automotive-grade 6-inch wafer factory in Vietnam with designed annual capacity of 2.4 million wafers and an expected mass-production timetable in the first quarter of 2027. As of November 2026, that 2027 timetable should be treated as a company plan rather than a completed fact.
What this means for component buyers and industry readers
For electronics procurement teams, Yangzhou Yangjie Elec Tech is relevant because it offers a broad range of power discrete and related semiconductor products across common industrial and consumer categories, while also investing in higher-growth automotive and SiC fields. Buyers considering any supplier in this category should evaluate approved vendor list status, package compatibility, long-term supply commitments, quality certifications, traceability, application support and second-source options.
For engineers, the practical review should start with datasheets and qualification documents, not brand visibility alone. MOSFETs, rectifiers, TVS devices, IGBTs and SiC products can look interchangeable at a high level, but differences in thermal resistance, switching losses, avalanche capability, leakage, package parasitics and reliability testing can materially affect design results. A lower component price is not useful if redesign, derating or field-return risk offsets the saving.
For market watchers, Yangjie is a useful example of how China’s power semiconductor sector is moving from commodity discrete components toward a broader mix of devices, chips, modules, automotive-grade products and overseas manufacturing. The company’s 2025 and 2026 reports show strong growth, but they also show a business exposed to industry cycles, capacity tightness, currency movement, global trade conditions and fast-changing technology roadmaps.
Frequently asked questions
What does Yangzhou Yangjie Elec Tech make?
It makes and sells power semiconductor materials, chips and packaged devices. Its product families include MOSFETs, IGBTs, SiC products, rectifiers, protection devices, small-signal devices, silicon wafers and related power semiconductor chips.
Is Yangjie mainly an automotive semiconductor company?
No. Automotive electronics is an important and fast-growing area for the company, especially in 2026, but its product applications also include AI infrastructure, clean energy, industrial systems, 5G communications, smart security and consumer electronics.
Why is SiC important to Yangjie’s strategy?
SiC is important because it supports high-efficiency power conversion in demanding applications such as EV systems, onboard charging, photovoltaic inverters and energy storage. Yangjie has reported SiC product development, customer introduction and capacity ramp-up, making it a key area to watch.
What was Yangjie’s 2025 revenue?
The company reported CNY 7.130 billion in 2025 revenue, up 18.18% year on year. Semiconductor devices were the largest product category, contributing 87.75% of total revenue.
What should buyers verify before using Yangjie components?
Buyers should verify official datasheets, lifecycle status, quality certifications, reliability reports, automotive qualification where relevant, distributor authorization, traceability and application fit. For critical designs, engineering validation and second-source planning remain essential.
