Core Viewpoint - Longtu Guangzhao has achieved significant milestones in the semiconductor mask manufacturing sector, particularly with its Zhuhai factory, which has commenced production and is advancing in high-end semiconductor mask technology [1][2][3]. Company Overview - Longtu Guangzhao, established in 2010, is an independent third-party semiconductor mask manufacturer with proprietary intellectual property [2][5]. - The company’s products are widely used in power semiconductors, MEMS sensors, IC packaging, and analog ICs, with applications in renewable energy, photovoltaic power generation, and automotive electronics [2]. Production and Technological Advancements - The Zhuhai factory, covering approximately 20,000 square meters, is designed to produce semiconductor masks for process nodes ranging from 65nm to 130nm [3]. - As of the first half of 2025, the Zhuhai factory has successfully commenced production, with 90nm products transitioning from R&D to mass production and 65nm products entering sample verification [1][3]. - The company has developed a core technology system that supports high-end production, including multiple proprietary technologies such as Optical Proximity Correction (OPC) and precise alignment marking technology [4]. Market Context and Policy Support - The global semiconductor market is projected to exceed $600 billion in 2024, reflecting a nearly 20% year-on-year growth, highlighting the urgent need for self-sufficiency in China's semiconductor supply chain [2]. - The Chinese government has introduced various policies to support the development of the semiconductor mask industry, emphasizing the acceleration of key technology breakthroughs in integrated circuits [2]. Research and Development - By the end of 2024, Longtu Guangzhao had accumulated 25 invention patents and 36 software copyrights, with R&D investment reaching 23.05 million yuan, a 14.25% increase year-on-year, accounting for 9.35% of revenue [5]. - The company aims to transition from "technology following" to "technology parallel" in the high-end semiconductor mask sector, contributing to the self-sufficiency of the semiconductor industry chain [5].
龙图光罩上市一周年：珠海工厂破壁半导体掩模版高端制程 夯实产业链根基