Core Viewpoint - The article discusses the significance and market potential of Photosensitive Polyimide (PSPI) in the semiconductor industry, highlighting its advantages over traditional materials and the impact of supply chain disruptions caused by major suppliers like Asahi Kasei [1][2][3]. Market Overview - The global market for PSPI is projected to reach $402 million in 2024 and $802 million by 2030, indicating a strong growth trajectory [2]. - Major suppliers, including Toray, Fujifilm, HD Microsystems, Asahi Kasei, and SK Materials, dominate approximately 95% of the market, primarily serving processes below 28nm [2]. Supply Chain Disruption - Asahi Kasei announced supply adjustments for its PSPI product, leading to significant supply shortages for key semiconductor manufacturers such as TSMC and Samsung, which could severely impact their production plans [2]. Industry Challenges - The article emphasizes the conflict between the surging demand for AI computing power and the limited production capacity of PSPI, which is exacerbating supply chain issues [3]. Conference Insights - The 2025 TrendBank Lithography Industry Conference will address PSPI-related topics, featuring participation from various industry players, including Hubei Dinglong Advanced Materials and Bomi Technology [4]. Company Profiles - Hubei Dinglong focuses on semiconductor materials and has developed over 100 high-tech products, holding more than 1,000 patents [5]. - Bomi Technology specializes in polyimide materials and has achieved mass production of PSPI for integrated circuit packaging [8]. - Taiwan's Eternal Chemical has a strong emphasis on R&D, with over 190 patents and a commitment to high-tech chemical products [9]. - Weifang Xingtai Technology is dedicated to high-end photoresists and has developed a range of products that meet both domestic and international standards [10][11]. Conference Agenda - The conference will feature discussions on advanced lithography technologies, challenges in photoresist and wet electronic chemicals, and the current state of domestic lithography materials [22][23]. - Key topics include the development of self-assembly lithography techniques, advancements in photoresist technology, and the analysis of the Chinese mainland photoresist market [14]. Conference Details - The 2025 TrendBank Lithography Industry Conference is scheduled for July 9-10, 2025, in Hefei, Anhui, with an expected attendance of 300 participants [21][32].

Core Viewpoint - The article highlights the upcoming "2025 TrendBank Lithography Industry Conference" scheduled for July 9-10, 2025, in Hefei, Anhui, aiming to address challenges and advancements in the lithography technology sector, particularly in semiconductor manufacturing [12][24][25]. Company Overview - Hebei Auge Fluid Equipment Co., Ltd. specializes in the design and manufacturing of various clean mixing tanks, reactors, and system integration technologies, holding multiple certifications and qualifications [2][3]. - The company has been recognized as a high-tech enterprise and possesses various industry certifications, including pressure vessel design and manufacturing licenses [2]. Product Offerings - Auge's main products include clean mixing tanks/reactors, high-purity PFA tanks, EP reactors, heat exchangers, condensers, tubular reactors, and chemical turnover barrels, along with system integration technology design and engineering installation [3][5]. Conference Details - The "2025 TrendBank Lithography Industry Conference" will feature discussions on advanced lithography technologies, challenges in the lithography materials sector, and the development of high-end lithography equipment [15][24]. - The conference aims to foster collaboration among industry experts, researchers, and enterprises to enhance the lithography technology ecosystem and address supply chain challenges in the semiconductor industry [24][25]. Industry Challenges - The lithography industry in China faces significant challenges, including low self-sufficiency in high-end lithography materials, reliance on imports for certain chemicals, and technological gaps in high-precision mask manufacturing and lithography equipment [23][24]. - The geopolitical landscape has heightened the urgency for China to strengthen its capabilities in lithography technology and related industries to ensure supply chain security [24].

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 [14][23][24]. Group 1: Conference Overview - The conference will take place on July 9-10, 2025, in Hefei, Anhui, organized by TrendBank, with a focus on cutting-edge lithography technologies such as EUV, electron beam lithography, and nanoimprint [14][18][24]. - The agenda includes discussions on the current state of photolithography materials, including photoresists and wet electronic chemicals, and their domestic production challenges [14][22][23]. - The event will feature over 20 industry experts presenting on various topics, providing a platform for interaction across the lithography supply chain [15][18]. Group 2: Key Speakers and Topics - Zhou Mi, General Manager of Ningbo Tianxuan New Materials, will present on the development and progress of nanoimprint optical resins [4][11][14]. - Other notable speakers include experts from institutions like Fudan University and Nankai University, discussing topics such as heterogeneous integration and advanced packaging challenges [11][12][14]. Group 3: Industry Challenges - The domestic photolithography industry faces significant challenges, including low self-sufficiency rates in high-end photoresists and reliance on imports for critical materials and equipment [22][23]. - The high precision required for mask manufacturing and the dominance of foreign companies in high-end lithography machines, such as EUV lithography, are major bottlenecks for the industry [22][23]. Group 4: Strategic Importance - Strengthening the self-sufficiency of lithography technology and related industries is crucial for ensuring supply chain security in the semiconductor sector amid increasing geopolitical tensions [23][24]. - The conference aims to foster collaboration between academia, research institutions, and industry to accelerate technological innovation and enhance the overall competitiveness of the lithography sector [23].

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 [21][22]. 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 [16][21]. - 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 [14][22]. Group 2: Industry Challenges - The domestic high-end photolithography materials have a low self-sufficiency rate, with significant gaps in research and production technology compared to international standards [21]. - The supply of high-purity and specialized wet electronic chemicals is heavily reliant on imports, posing risks to the supply chain [21]. - The manufacturing technology for high-precision photomasks is complex, with key raw materials also primarily imported, which limits domestic production capabilities [21]. Group 3: Key Topics of Discussion - The conference will cover cutting-edge lithography technologies such as extreme ultraviolet lithography (EUV), electron beam lithography, and nanoimprint lithography, along with their latest research progress and application prospects [13]. - Discussions will also focus on the current state and technological bottlenecks of photolithography materials, including photopolymers and wet electronic chemicals, and strategies for improving domestic production and quality [13][22]. - The event aims to foster collaboration between academia, research institutions, and industry players to accelerate technological innovation and enhance the overall competitiveness of the lithography industry [22].

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].

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].

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 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 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].