Core Viewpoint - Longtu Photomask (688721.SH) is making significant progress with its third-generation photomask PSM products, with production expected to ramp up in the second half of 2025 [1] Group 1: Production and Product Development - The Zhuhai project of Longtu Photomask is set to commence production in the first half of 2025 [1] - The company has successfully transitioned its 90nm node products from R&D to mass production, while 65nm products are currently undergoing sample validation [1] - The layout for 40nm production equipment has been completed, enhancing the company's influence in high-end processes [1] Group 2: Market Strategy and Growth Drivers - Longtu Photomask's second-quarter operations in Zhuhai have already begun small-scale production, with expectations for gradual volume increase in the second half of 2025 [1] - The company aims to drive performance growth through a dual-engine strategy of "high-end process breakthroughs and customer structure upgrades" [1]
龙图光罩(688721.SH)：公司KrF-PSM和ArF-PSM陆续送往部分客户进行测试验证