百傲化学半导体基地项目开工 已供货头部晶圆及先进封装企业

Core Insights - The semiconductor manufacturing base project by Baiao Chemical's subsidiary, Xinhuilian, has officially commenced with a total investment of 5 billion yuan [1] - The project is expected to cover an area of approximately 140,000 square meters and is projected to be completed by June 2026 [1] - Upon reaching full production, the project is anticipated to generate an annual output value exceeding 5 billion yuan and tax revenue surpassing 500 million yuan [1] Company Overview - Xinhuilian focuses on the research and manufacturing of semiconductor wet etching, cleaning, metal stripping equipment, wafer factory automation equipment, photoresist stripping equipment, coating and developing, and wafer bonding equipment [1] - The core equipment for advanced process chip 3D integration technology, specifically wafer bonding equipment, has largely achieved domestic substitution [1] Clientele and Market Position - Current clients include leading domestic wafer fabs and advanced packaging companies such as Hefei Changxin, Yangtze Memory Technologies, and Shenghe Jingwei [1]