Core Viewpoint - The article discusses the development and investment in the UV photoinitiator industry in China, highlighting the establishment of new production projects and the competitive landscape among leading companies in the sector. Company Overview - Mudanjiang Sunrise New Materials Technology Co., Ltd. has initiated a project to produce 3,000 tons of photoinitiators and intermediates, with a total investment of 240 million yuan and a construction area of 5,000 square meters [3][4]. - The company, founded in July 2017, focuses on the research and production of high-performance UV photoinitiators and has established a technology research center in Heilongjiang Province [4]. Industry Landscape - The leading companies in the photoinitiator market include Jiurichuang, Qiangli New Materials, Wokailong, IGM, Yangfan New Materials, and Gurun Technology, with respective production capacities of 22,850 tons, 16,573 tons, and others [5][6]. - Jiurichuang is the largest producer, achieving a revenue of 1.488 billion yuan in 2024, with a year-on-year growth of 20.52% and a photoinitiator sales volume of 23,100 tons [6][7]. - Yangfan New Materials reported a revenue of 731 million yuan in 2024, with a year-on-year increase of 5.80%, although it faced challenges due to low operating rates [8][9]. - Qiangli New Materials generated 924 million yuan in revenue in 2024, with a year-on-year growth of 15.93%, but experienced a net profit loss of 182 million yuan [10][11]. Technological Advancements - Mudanjiang Sunrise has accumulated multiple patents in photoinitiator technology, indicating its strength in innovation [4]. - Gurun Technology has achieved significant growth in 2024, with a revenue increase of 35.21% and a net profit growth of 393.35%, showcasing its competitive edge in product performance [12][13]. 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 [15].

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].

势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 7月9日-10日，2025势银（第五届）光刻产业大会（安徽·合肥） 点此报名 添加文末微信，加 光刻胶 群 2025 年 6 月 10 日， 中国证监会官网披露华泰联合证券关于湖南初源新材料股份有限公司（简称 "初源新材"） 首次公开发行股票并上市辅导工作完成的公告，标志着这家国产干 膜光刻胶领域的 领军企业正式进入 IPO 冲刺阶段，有望成为国内感光材料及专用电子化学品领域的重要上市力量 。 "宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 初源新材（原五江高科）成立于2017年11月，公司无控股股东，第一大股东为湖南铭泰投资合伙企 业（有限合伙），持股 23.31%；公司实控人为肖志义，控制公司 69.92%股份表决权。 初源新材深耕干膜光刻胶领域，历经从探索到实践、从萌芽到茁壮的艰辛历程，终于打破了国外垄 断，填补了国内空白，首次创建国产PCB光刻胶产业链。 经过多年的科技创新探索与实践，2023年，初源新材更是迈出了国际化步伐，在东南亚的泰国建立 了海外生产基地与技术 ...

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].

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].

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].

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].

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].

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].

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].