十年磨一剑，恒坤新材如何闯出国产光刻胶的“无人区”

Core Viewpoint - The article highlights the journey of Hengkun New Materials from a "follower" to a "key supplier" in the domestic semiconductor materials industry, particularly in the field of photoresists, emphasizing its significant role in China's integrated circuit material localization efforts [1][10]. Group 1: Company Development - Hengkun New Materials has evolved over more than a decade from laboratory samples to a core player in the supply chain, establishing a solid foundation for domestic high-end materials [1]. - The company has successfully developed a series of self-researched products that have passed verification from mainstream wafer manufacturers and achieved stable supply, with some products ranking among the top in the domestic market [2][5]. Group 2: Technical Achievements - Hengkun New Materials has made significant strides in the semiconductor materials sector since entering in 2014, with a product lineup that includes KrF, i Line, SOC, BARC, and TEOS, all of which are now industrialized [4]. - The company has not only achieved mass production and delivery in SOC and BARC but has also become a major supplier replacing imports [4][10]. Group 3: Manufacturing and Delivery Capabilities - The company recognizes that success in materials production requires not only technology but also engineering and delivery capabilities, leading to investments in modern production platforms across multiple locations [6]. - Hengkun New Materials has established a full-process, traceable, and replicable mass production system, providing confidence for large-scale customer deliveries [7]. Group 4: Collaborative Innovation - The company positions itself as a "customer co-creator," working closely with clients to define needs and refine products through extensive testing, which has led to a transformation of clients from users to co-builders [8][9]. - This collaborative approach has resulted in products that are validated and trusted within the industry, enhancing the company's reputation [8]. Group 5: Future Outlook - Hengkun New Materials is not just a materials company but a stabilizer in the domestic chip ecosystem, with plans to advance into higher-level materials such as ArF photoresists and precursor materials [10]. - The company has already received customer validation and formal orders for ArF photoresists, indicating its commitment to furthering China's semiconductor industry [10]. Group 6: Industry Positioning - The article emphasizes the need for material companies that can withstand market challenges and foster technological innovation, positioning Hengkun New Materials as a model for such enterprises [12]. - The company is seen as a key player in transforming "impossible" scenarios into "ongoing" realities within the semiconductor materials landscape [12].