Core Viewpoint - The company has made significant progress with its third-generation mask plate PSM products, enhancing its influence in high-end processes and expanding its downstream coverage [1] Group 1: Product Development - The company’s KrF-PSM and ArF-PSM products have been sent to several customers for testing and validation [1] - The 90nm node product has successfully transitioned from R&D to mass production, while the 65nm product has begun sample validation [1] - The company has completed the layout for 40nm production equipment, further strengthening its position in high-end processes [1] Group 2: Production and Growth Strategy - The Zhuhai facility commenced small-scale mass production in the second quarter and is expected to gradually ramp up production in the second half of 2025 [1] - The company aims to drive performance growth through a dual-engine strategy of "high-end process breakthroughs + customer structure upgrades" [1]
龙图光罩：珠海公司预计下半年逐步放量