序轮科技：以创新之力突破垄断 撬动国产半导体封装材料新格局

Core Insights - The company, Xulun Technology, has developed a new material, UV release film, which is crucial for semiconductor packaging, breaking foreign monopolies in technology [1][2] - The company has established a comprehensive product innovation system covering all aspects from basic resin research to mass production, achieving a precision control of adhesive layer thickness to within 1 micron [2] - The domestic packaging market accounts for over 60% of the global market, and the company aims to meet domestic demand while expanding its market potential [3][4] Company Overview - Xulun Technology, originally founded in 1997, relocated to Zhenjiang Economic Development Zone in 2022, establishing a 10,000 square meter semiconductor tape factory [1] - The company has a production capacity of 10 million square meters of UV film annually, positioning itself as a leading manufacturer in the domestic wafer grinding and cutting tape sector [1] Market Context - The semiconductor packaging materials sector has been dominated by Japanese companies, with imported products holding a market share of 70%, indicating significant room for domestic players [2] - The company's innovative materials are also expected to find applications in consumer electronics, enhancing production efficiency compared to traditional methods [2]