半导体材料大突破,刚刚南大光电宣布其自主研发的a r f 光刻胶,通过验证成为第一支国产a r f 光刻胶。
这意味着二十八纳米工艺的国产线已经万事俱备,马上就要实现了半导体产业的机会来了。那么接下来谁会是半岛底新龙头呢?
接着往下听,光刻胶是半导体光刻工艺的核心材料,主要用于芯片生产流程的前道光刻过程中,它的性能决定了半导体图形工艺的精密程度和。
和良率因此是芯片国产化的关键环节。目前我国光合胶的市场份额全球第一,占比高达百分之三十二。
但是这么大的市场却基本上被海外垄断,国产化率仅有百分之一点六。高端的a i f 光刻胶更是完全依赖进口。此次南大光电突破投产的一百九十三纳米a f 光刻胶。
可以用于生产二十八纳米到七纳米的制成工艺,这是我国在高精尖的半导体制造核心材料的重大突破。有多重大。
咱们可以看一下全球广告胶市场份额中,半导体广告胶占了百分之二十四,而我国半导体广告胶只占了百分之一点六。随着半导体材料不断国产化。
从百分之一点六到百分之二十四,这就是十五倍的增长空间。
所以在光合交领域能够实现国产替代的公司,将在本文行情中享受到大红利。但是毕竟南大光电前面已经有超过六倍的涨幅了。
很高了,别着急,除了南大光电,还有两家公司同样做a i 和光刻胶,其中一家公司是半导体材料龙头,国内市场占有率第一。
主攻k r f 和干法a r f 光合胶目前已经投产,并且已经向中芯国际长江存储、长电科技等国内外半导体大涨过波。
接下来随时可能起飞。
A major breakthrough in semiconductor materials, Nanda Optoelectronics just announced that its self-developed a r f photoresist has passed verification and become the first domestic a r f photoresist.
This means that the domestically produced line of 28-nanometer technology is ready, and an opportunity for the semiconductor industry will soon be realized. So who will be the new leader at the bottom of the peninsula next?
Next, let’s listen. Photoresist is the core material of semiconductor lithography process. It is mainly used in the pre-lithography process of chip production process. Its performance determines the precision and precision of semiconductor patterning process.
And yield is therefore a key link in the localization of chips. At present, my country's photosynthetic glue has the largest market share in the world, accounting for 32%.
But such a large market is basically monopolized overseas, and the localization rate is only 1.6%. High-end a i f photoresist is completely dependent on imports. This time, Nanda Optoelectronics broke through the 193nm a f photoresist put into production.
It can be used to produce manufacturing processes from 28 nanometers to seven nanometers. This is a major breakthrough in my country's high-precision semiconductor manufacturing core materials. How significant.
Let’s take a look at the global market share of advertising adhesives. Semiconductor advertising adhesives account for 24%, while my country’s semiconductor advertising adhesives account for only 1.6%. With the continuous localization of semiconductor materials.
From 1.6% to 24%, this is 15 times the room for growth.
Therefore, companies that can achieve domestic substitution in the field of photosynthesis will enjoy big dividends in this article. But after all, Nanda Optoelectronics has already increased by more than six times.
It's very high, don't worry. In addition to Nanda Optoelectronics, there are two companies that also do ai and photoresist. One of them is the leader in semiconductor materials and has the largest domestic market share.
The main attack k r f and dry process a r f photosynthetic glue has been put into production, and it has surged to domestic and foreign semiconductors such as SMIC Yangtze River Storage and Changjiang Electronics Technology.
It may take off at any time.