沃特股份推进收购华尔卡密封件 半导体材料布局迎机遇

Core Insights - Shenzhen Water New Materials Co., Ltd. (沃特股份) has completed the acquisition of 100% equity in Huarka Sealing Products (Shanghai) Co., Ltd. (华尔卡密封件), which has been approved by the company's shareholders' meeting and is currently undergoing related business changes [1][2] - The semiconductor industry is experiencing a continuous upward trend in demand due to the ongoing wave of artificial intelligence, providing new development opportunities for the company [1] - The acquisition will enhance the company's ability to serve customers by integrating semiconductor core materials and key components [1][2] Company Developments - The acquisition of Huarka Sealing Products will allow the company to form a semiconductor component solution and accelerate the release of fluorine material production capacity [2] - The company has established deep cooperation with global semiconductor supply chain customers and has entered the supply chain of leading global manufacturers [2] Industry Context - The semiconductor industry is facing stricter requirements for material performance, including high and low-temperature resistance, corrosion resistance, and cleanliness, as chip manufacturing evolves towards higher processes and power consumption [1] - Fluorinated materials such as PTFE (polytetrafluoroethylene) are becoming key materials in semiconductor equipment manufacturing due to their excellent chemical stability and mechanical properties [1]