Zhong Guo Neng Yuan Wang·2025-10-11 01:11Core Insights - The semiconductor mask blank is a critical component in semiconductor manufacturing, with significant implications for domestic production capabilities and supply chain independence [2][4]. Market Overview - The global semiconductor mask blank market is projected to reach $6.079 billion by 2025, with a year-on-year growth of 7% [1][2]. - The market size for semiconductor mask blanks in mainland China grew from $912 million in 2017 to $1.556 billion in 2022, reflecting a compound annual growth rate (CAGR) of 11.3% during this period [1][2]. Industry Dynamics - Mask blanks are essential for creating high-resolution patterns in semiconductor production, with IC manufacturing accounting for 60% of the downstream market [2]. - The market for blank masks is currently dominated by Japanese manufacturers, including HOYA, Shin-Etsu, and AGC, particularly in the EUV and DUV segments [3][4]. Domestic Opportunities - The push for domestic production of semiconductor mask blanks is crucial for reducing reliance on foreign suppliers and enhancing the stability of the semiconductor supply chain [4]. - Companies like Juhe Materials are looking to enter the blank mask market through acquisitions, indicating a strategic move towards achieving self-sufficiency in high-end mask production [3][4].