对话微导纳米CTO黎微明：半导体国产化“追跑”创新，市场继续“大浪淘沙”

Core Viewpoint - The domestic semiconductor equipment market is experiencing significant growth, driven by technological advancements and increasing demand for localized production, as highlighted by the recent developments from the leading domestic ALD equipment manufacturer, MicroGuide Nano [1][2]. Group 1: Company Developments - MicroGuide Nano launched four new thin film products and advanced packaging solutions at SEMICONChina 2025, marking a breakthrough in key technology areas for domestic thin film deposition equipment [1]. - The company's semiconductor equipment revenue reached 152 million yuan in the first half of 2024, representing a year-on-year increase of 812.94%, accounting for 19.34% of total revenue [1]. - The proportion of new semiconductor orders increased significantly, with 30.50% in the first three quarters of 2024 compared to 11.94% in 2023 [1]. Group 2: Industry Trends - The semiconductor industry is recovering from a downturn, with a clear upward trend in demand for upstream equipment due to domestic production needs and technological advancements [1][2]. - The domestic semiconductor industry is poised for historic growth, supported by national policies and the acceleration of wafer fabrication expansion [2]. - The continuous evolution of manufacturing processes and the need for higher precision in semiconductor production are driving demand for advanced deposition equipment [4]. Group 3: Future Outlook - The semiconductor equipment market is expected to maintain strong growth in 2025, driven by advancements in technology nodes, deepening localization of equipment, and the emergence of new equipment demands [3]. - MicroGuide Nano is committed to diversifying its applications beyond semiconductor integrated circuits, maintaining a strategy of multi-track collaborative development [5]. - The company is focusing on increasing its R&D investment in semiconductor technology, with over 60% of its R&D budget allocated to this sector in 2024 [5]. Group 4: Challenges and Innovations - The domestic semiconductor equipment industry is in a phase of rapid progress, but there remains a need for continuous innovation to compete with international standards [8]. - The company emphasizes the importance of production methods in the solar industry, advocating for a modular production approach to enhance technological iteration [7]. - The recent approval of the company's convertible bond issuance aims to accelerate product upgrades and expand market share, particularly in semiconductor equipment [9][10].