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潍坊星泰克 董事长 孙逊运确认演讲 | 2025势银(第五届)光刻产业大会(PRIC 2025)
势银芯链· 2025-06-24 03:40
Core Viewpoint - The 2025 TrendBank Lithography Industry Conference aims to address the challenges and advancements in lithography technology, materials, and equipment, focusing on enhancing domestic capabilities in the semiconductor industry [19][20]. Group 1: Conference Overview - The conference will take place on July 9-10, 2025, at the Sheraton Hotel in Hefei, Anhui, with an expected attendance of 300 participants [14]. - The event will feature over 20 guest speakers discussing various topics related to the lithography industry, including advanced lithography technologies and the development of photolithography materials [12][11]. Group 2: Key Topics and Discussions - Discussions will cover the latest research and application prospects of cutting-edge lithography technologies such as EUV, electron beam lithography, and nanoimprint [11]. - The conference will analyze the current state and technological bottlenecks of domestic photolithography materials, including photoresists and wet electronic chemicals, and explore solutions for improving self-sufficiency and quality [11][20]. Group 3: Featured Speakers and Presentations - Dr. Sam Sun, a leading scientist in the field of photoresists and founder of Weifang Xingtai Microelectronics Materials Co., will present on the historical and future perspectives of CAR photoresists [4][2]. - Other notable speakers include industry experts from various institutions discussing topics such as high-performance heterogeneous integration technology and the development of advanced packaging materials [7][8]. Group 4: Industry Challenges - The domestic photolithography industry faces significant challenges, including low self-sufficiency rates in high-end photoresists and reliance on imports for certain high-purity chemical products [19][20]. - The conference aims to foster collaboration among research institutions, universities, and enterprises to accelerate technological innovation and enhance the overall competitiveness of the lithography industry [20].
从进口垄断到国产主导,干膜光刻胶领军企业迎来 IPO!
势银芯链· 2025-06-24 03:40
Core Viewpoint - Hunan Chuyuan New Materials Co., Ltd. (Chuyuan New Materials) is entering the IPO stage, marking a significant step for a leading domestic dry film photoresist company in the sensitive materials and specialized electronic chemicals sector [1][4]. Company Overview - Chuyuan New Materials, originally known as Wujing High-Tech, was established in November 2017 and has no controlling shareholder, with the largest shareholder holding 23.31% [4]. - The actual controller, Xiao Zhiyi, holds 69.92% of the voting rights [4]. Industry Position - Chuyuan New Materials has successfully broken the foreign monopoly in the dry film photoresist field, filling a domestic gap and creating the first domestic PCB photoresist industry chain [6]. - The company has developed over 40 patented technologies and offers more than 30 product models that cover the entire PCB manufacturing process [6]. - Currently, Chuyuan New Materials holds over 55% of the domestic dry film market share, providing quality products and services to many of the world's top 10 PCB companies and over 80% of domestic listed PCB companies [6]. Product Details - Dry film photoresist, also known as photosensitive dry film, is a high polymer material that undergoes polymerization upon UV exposure, forming a stable substance that adheres to the board surface, crucial for PCB manufacturing [6][8]. - The main components of dry film photoresist include polyethylene film (PE), photoresist film (sensitive layer), and polyester film (PET) [8]. - The technology involved in dry film photoresist has high entry barriers due to significant equipment investment and high technical requirements, resulting in a concentrated industry [8]. Upcoming Events - The 2025 TrendBank (Fifth) Lithography Industry Conference will be held on July 9-10 in Hefei, aiming to gather experts, scholars, and industry elites to discuss advancements, challenges, and solutions in lithography technology and materials [1][6].
聚焦半导体光刻胶国产替代,这家企业正式开业
势银芯链· 2025-06-23 07:25
Core Viewpoint - The article highlights the establishment and operational focus of Jiangsu Oumingxin Semiconductor Materials Co., Ltd., which specializes in the research and production of photoresists and supporting materials, emphasizing its role in the domestic semiconductor industry and the shift towards local alternatives [3][4]. Group 1: Company Overview - Jiangsu Oumingxin has officially opened in Suzhou Nano City, focusing on key areas such as third-generation compound semiconductors, LED chips, MEMS, and packaging [3]. - The company has developed a comprehensive product system, including high-resolution i-line photoresists and high-heat electroplating thick film photoresists, which have been successfully applied in mass production by industry leaders like BOE and Zhaochi [3][4]. Group 2: Product Focus - Oumingxin aims for domestic substitution of semiconductor photoresists, utilizing a phenolic resin-azide naphthoquinone system, achieving 100% coverage of LED chip photoresist demand within three months [3][4]. - The company has entered the supply chains of major players such as Zhaochi Semiconductor and Jucan Optoelectronics, leveraging its 20 years of industry experience [4]. Group 3: Technological Innovation - Oumingxin adopts an innovative model of self-designed core raw materials and outsourced processing to overcome the reliance on imported upstream materials, effectively breaking foreign technology monopolies [4]. - The company is committed to technological self-innovation, which is crucial for the stable development of China's semiconductor industry [4]. Group 4: Product Characteristics - High-heat electroplating thick film photoresists can withstand temperatures above 150°C, maintaining performance stability during high-temperature processes [5]. - These photoresists can form thick films up to several hundred micrometers, suitable for specific structures and processes in semiconductor manufacturing [5][6]. - The negative lift-off process photoresists are designed to create specific morphologies that facilitate the lift-off process, ensuring accurate metal deposition on substrates [9][12]. Group 5: Upcoming Events - The 2025 TrendBank (Fifth) Lithography Industry Conference will be held on July 9-10 in Hefei, aiming to gather experts and industry leaders to discuss advancements and challenges in lithography technology and materials [18].
芯东来 总经理 王野确认演讲 | 2025势银(第五届)光刻产业大会(PRIC 2025)
势银芯链· 2025-06-23 07:25
Core Viewpoint - The 2025 TrendBank Lithography Industry Conference aims to address the challenges and opportunities in the domestic semiconductor lithography equipment and materials sector, focusing on technological advancements and the need for self-sufficiency in the industry [11][20]. Group 1: Conference Overview - The conference will take place on July 9-10, 2025, at the Sheraton Hotel in Hefei, Anhui, with an expected attendance of 300 participants [14][19]. - The agenda includes discussions on advanced lithography technologies, lithography materials, and equipment, covering the entire industry chain [12][11]. - Keynote speakers include industry experts and representatives from leading companies, providing insights into the latest research and market trends [12][11]. Group 2: Industry Challenges - The domestic lithography industry faces significant challenges, including low self-sufficiency rates in high-end photoresists and reliance on imports for critical materials and equipment [20]. - The high precision required for mask manufacturing and the dominance of foreign companies in high-end lithography machines, such as EUV lithography, hinder the development of the domestic semiconductor industry [20][19]. - The conference aims to explore solutions to these challenges through technological innovation and industry upgrades [20][11]. Group 3: Company Profile - Shanghai Chip East Semiconductor Technology Co., Ltd., led by General Manager Wang Ye, focuses on the localization of lithography machines and aims to fill the gap in the domestic mass production market [5]. - The company has a team of over 40 technical experts with more than 20 years of experience in the industry, contributing to the development of various lithography technologies [5]. - The founder, Dr. Yang Yunchun, has a background in leading semiconductor companies and aims to enhance the domestic semiconductor manufacturing capabilities [5].
中科芯 微系统集成工艺中心主任 王成迁确认演讲 | 2025势银(第五届)光刻产业大会(PRIC 2025)
势银芯链· 2025-06-20 05:22
Core Viewpoint - The 2025 TrendBank Lithography Industry Conference aims to address the challenges and opportunities in the lithography technology sector, particularly in the context of AI advancements and the need for domestic self-sufficiency in semiconductor manufacturing [11][19]. Group 1: Conference Overview - The conference will take place on July 9-10, 2025, at the Sheraton Hotel in Hefei, Anhui, with an expected attendance of 300 participants [11][20]. - The agenda includes discussions on cutting-edge lithography technologies such as EUV, electron beam lithography, and nanoimprint, as well as the current state and technological bottlenecks of lithography materials like photoresists and wet electronic chemicals [11][12]. Group 2: Keynote Speakers and Topics - Wang Chengqian, Director of the Micro System Integration Process Center at Zhongke Xinxin Integrated Circuit Co., will present on "High-Performance Chip Heterogeneous Integration Technology: Opportunities and Challenges" [4][8]. - Other notable speakers include experts from BOE Technology Group and Nankai University, discussing various aspects of lithography technology and materials [8][9]. Group 3: Industry Challenges - The domestic production rate of high-end photoresists is low, and there is a significant gap in R&D and production technology compared to international standards, affecting the quality required for advanced chip manufacturing [18][19]. - The lithography equipment market is dominated by foreign companies, with high-end lithography machines like EUV being particularly difficult to obtain, posing a significant challenge to the domestic semiconductor industry [18][19]. Group 4: Conference Goals - The conference aims to foster collaboration among experts, industry representatives, and academic institutions to enhance the integration of research and application in lithography technology [19]. - It seeks to build a comprehensive ecosystem for the lithography industry, promoting resource integration and competitive advantages [19].
甬江实验室/中科芯/芯东来/鼎龙/久日新材等24家单位确认演讲 | 2025势银(第五届)光刻产业大会(PRIC 2025)
势银芯链· 2025-06-20 05:22
Core Viewpoint - The 2025 TrendBank (Fifth) Lithography Industry Conference will be held on July 9-10, 2025, in Hefei, focusing on advanced lithography technologies and the challenges faced by the domestic lithography materials industry [14][15][26]. Conference Overview - The conference will cover cutting-edge lithography technologies such as EUV, electron beam lithography, and nanoimprint, discussing the latest research progress and application prospects [14]. - It aims to analyze the current status and technical bottlenecks of domestic lithography materials, including photoresists and wet electronic chemicals, and explore solutions for enhancing self-sufficiency and quality [24][26]. - Key discussions will also focus on the domestic production challenges of lithography equipment, including development, manufacturing processes, and market conditions [14][24]. Participants and Agenda - The conference will feature over 20 industry experts and representatives from various companies and research institutions, including BOE, Zhongke Xin, and Fudan University, who will present and engage in discussions [14][15][16]. - The agenda includes specialized sessions on advanced lithography technologies, photoresists, wet electronic chemicals, and mask and lithography equipment, providing a comprehensive view of the industry [16][18]. Industry Challenges - The domestic lithography industry faces significant challenges, including low self-sufficiency rates for high-end photoresists and reliance on imports for certain high-purity electronic chemicals [24][26]. - The manufacturing technology for high-precision masks is complex, with a significant portion of raw materials being imported, which poses risks to supply stability [24]. - The high-end lithography equipment market is dominated by foreign companies, creating a "bottleneck" for the domestic semiconductor industry [24][26]. Strategic Importance - The conference aims to strengthen the self-controllable capabilities of the lithography technology and related industries in response to global supply chain threats [26]. - It seeks to foster collaboration among research institutions, universities, and enterprises to accelerate technological innovation and promote the upgrading of the lithography industry [26].
数家平台型上市企业在光刻材料领域的业务及项目布局(二)
势银芯链· 2025-06-19 05:51
Core Viewpoint - The article discusses the current state and future prospects of the semiconductor mask market in China, highlighting the dominance of international players and the low domestic production rates of high-end masks [1]. Group 1: Market Overview - The global semiconductor mask market is primarily consumed by wafer fabs or IDM manufacturers, with low-end products outsourced to independent third-party manufacturers [1]. - Major international companies such as Photronics (USA), Toppan (Japan), and DNP (Japan) dominate the Chinese semiconductor mask market [1]. - The domestic production rate of semiconductor masks in China is approximately 10%, with 90% of masks imported, and the localization rate for high-end masks is only 3% [1]. Group 2: Company Performance - Longtu Optoelectronics achieved a revenue growth of 17.59% in 2024 for flat panel display masks, driven by increased new product development and production scale [4]. - The revenue from semiconductor chip masks for Longtu Optoelectronics grew by 33.98% in 2024, attributed to enhanced technical capabilities and optimized product structure [4]. - The company has reached international standards for semiconductor masks above the 130nm process node, with successful mass production of 130nm masks and ongoing development for higher nodes [5]. Group 3: Product Capabilities - Longtu Optoelectronics has developed high-precision TFT masks and is advancing in high-specification semi-transparent masks and PSM technology [6]. - Lu Wei Optoelectronics reported a revenue increase of 30.21% in 2024, with significant growth in OLED masks and advanced packaging masks becoming a second growth curve [6]. - The company has achieved mass production of 180nm process node semiconductor masks and is working on 150nm and 130nm mask technologies [8]. Group 4: Industry Events - The 2025 TrendBank (5th) Lithography Industry Conference will be held on July 9-10 in Hefei, aiming to gather experts and industry leaders to discuss advancements and challenges in lithography technology [10].
波米科技 总经理 杜孟成确认演讲 | 2025势银(第五届)光刻产业大会(PRIC 2025)
势银芯链· 2025-06-19 05:51
Core Viewpoint - The 2025 TrendBank Lithography Industry Conference aims to address the challenges and advancements in lithography technology, materials, and equipment within the semiconductor industry, emphasizing the need for self-sufficiency and innovation in China's lithography sector [22][23][24]. Group 1: Conference Overview - The conference will take place on July 9-10, 2025, at the Sheraton Hotel in Hefei, Anhui, with an expected attendance of 300 participants [17][18]. - The event will feature over 20 speakers from the lithography industry, covering various topics related to advanced lithography technologies, photoresists, and wet electronic chemicals [15]. - The agenda includes discussions on the latest research progress and application prospects of cutting-edge lithography technologies such as EUV, electron beam lithography, and nanoimprint [14]. Group 2: Industry Challenges - The domestic high-end photoresist self-sufficiency rate is low, with significant gaps in R&D and production technology compared to international standards, affecting the performance and quality required for advanced chip manufacturing [22][23]. - The supply of high-purity and specially formulated wet electronic chemicals is heavily reliant on imports, posing risks to the supply chain [22]. - The high-precision manufacturing technology for masks is challenging, with key raw materials primarily imported, which limits domestic capabilities [22]. Group 3: Key Participants and Contributions - Du Mengcheng, General Manager of Bomi Technology, will present on "Advanced Packaging Polyimide Materials and Their Development Trends" at the conference [7]. - The conference will facilitate deep integration of industry, academia, and research, promoting collaboration among research institutions, universities, and enterprises to accelerate technological innovation and results transformation [23]. - The event aims to build a communication bridge for upstream and downstream enterprises in the industry chain, enhancing resource integration and competitive advantages [23].
复旦大学未来信息创新学院 副研究员 李自力确认演讲 | 2025势银(第五届)光刻产业大会(PRIC 2025)
势银芯链· 2025-06-18 05:17
Core Viewpoint - The 2025 TrendBank Lithography Industry Conference aims to address the challenges and advancements in lithography technology, materials, and equipment, fostering collaboration among experts and industry leaders to enhance the domestic semiconductor industry's capabilities [24][23]. Conference Details - The conference will take place on July 9-10, 2025, at the Sheraton Hotel in Hefei, Anhui, with an expected attendance of 300 participants [13][6]. - The agenda includes discussions on advanced lithography technologies, photolithography materials, and equipment, covering the entire industry chain [15][14]. Key Topics of Discussion - The conference will explore cutting-edge lithography technologies such as EUV, electron beam lithography, and nanoimprint lithography, along with the current state and technological bottlenecks of domestic photolithography materials [14][22]. - Specific sessions will focus on the development and challenges of photolithography resins, wet electronic chemicals, and mask manufacturing technologies [11][12]. Expert Participation - Notable speakers include Li Zili, a researcher from Fudan University, who will present on guided self-assembly lithography technology for integrated circuit manufacturing [10][7]. - The conference will feature over 20 industry experts sharing insights through keynote speeches and specialized discussions [15]. Industry Challenges - The domestic lithography industry faces significant challenges, including low self-sufficiency rates in high-end photolithography resins and reliance on imports for critical materials and equipment [22][23]. - The conference aims to address these challenges and promote technological innovation and industrial upgrades to enhance the competitiveness of the lithography sector [23][24].
最新议程&第一批报名名单出炉! | 2025势银(第五届)光刻产业大会(PRIC 2025)
势银芯链· 2025-06-18 05:17
Core Viewpoint - The 2025 TrendBank (Fifth) Lithography Industry Conference will be held on July 9-10, 2025, in Hefei, focusing on advanced lithography technologies and the challenges faced by the domestic lithography materials industry [14][25]. Group 1: Conference Overview - The conference will feature over 20 speakers from the lithography industry, covering advanced lithography technologies, photoresists, wet electronic chemicals, masks, and lithography equipment [15]. - The event aims to promote deep integration of industry, academia, and research, enhancing communication and collaboration among domestic research institutions, universities, and enterprises [23][24]. Group 2: Industry Challenges - The domestic lithography industry faces significant challenges, including low self-sufficiency rates in high-end photoresists and reliance on imports for key materials and equipment [22]. - The high-precision manufacturing technology for masks is difficult, with major raw materials also being imported, which poses risks to supply stability [22]. Group 3: Conference Details - The conference will take place at the Sheraton Hefei New Station Hotel, with an expected attendance of around 300 participants [16]. - Registration fees are set at RMB 2600 if paid by June 30, and RMB 2800 thereafter, which includes conference materials, meals, and a gala dinner [18].