专访华特气体傅铸红：适用于5nm制程新品主供海外 High-k前驱体气体国产化或三年内迎突破

Core Viewpoint - The article highlights the critical role of electronic specialty gases in semiconductor manufacturing, emphasizing the advancements made by Huate Gas in producing high-purity gases essential for chip production [1][2]. Group 1: Importance of Electronic Specialty Gases - Electronic specialty gases are described as the "blood" of the electronic industry, playing an irreplaceable role in semiconductor manufacturing [1]. - Huate Gas is one of only two companies globally that has products certified by ASML for use in advanced lithography processes, which directly impacts chip performance and yield rates [2]. Group 2: Technical Challenges and Innovations - The production of photolithography mixed gases involves significant challenges due to the reactivity of fluorine and the need for precise gas composition and purity [3]. - Huate Gas has developed core technologies over 20 years, achieving gas purities of up to 6N (99.9999%) and 7N (99.99999%), comparable to international leaders like Linde [3]. Group 3: Market Position and Future Prospects - Huate Gas has already developed gases applicable to processes below 5nm, although the domestic market primarily utilizes more mature processes like 28nm [4]. - The company estimates that the domestic market's localization rate for electronic specialty gases has reached 50%-60%, with expectations for breakthroughs in high-end gas production within three years [5]. Group 4: Strategic Development Directions - Huate Gas aims for comprehensive coverage of all processes and product categories, focusing on customer customization to enhance its market position [6]. - The company is expanding its overseas presence, particularly in Singapore and Thailand, to reduce logistics costs and enhance service delivery to major semiconductor manufacturers [6][7]. - Future strategies include reducing operational costs through improved logistics and exploring acquisitions to enhance technological capabilities and product offerings [7].