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至纯科技:公司与长江存储、长鑫科技均有合作
PNCPNC(SH:603690) Ju Chao Zi Xun·2025-10-23 13:09

Core Viewpoint - The company, Zhichun Technology, maintains partnerships with major domestic semiconductor firms and focuses on providing comprehensive lifecycle products and services for wafer fabs [1][3] Group 1: Company Overview - Zhichun Technology's product system includes process equipment, high-purity process equipment and systems, electronic materials, components, and professional services, catering to various stages of wafer fab construction and production [3] - The customer base includes major domestic integrated circuit manufacturers such as SMIC, Hua Hong, Shanghai Huali, Yangtze Memory Technologies, Changxin Memory Technologies, Yandong Micro, Silan Micro, and Runpeng Semiconductor [3] Group 2: Industry Trends - The rapid development of the domestic semiconductor industry chain is driving continuous expansion in wafer manufacturing, leading to an increasing demand for high-purity process equipment and systems [3] - Industry experts believe that Zhichun Technology's positioning in the semiconductor process equipment sector will benefit from accelerated wafer fab construction and the localization process [3] Group 3: Strategic Positioning - The company aims to deepen strategic cooperation with leading wafer fabs to enhance its technical service capabilities and market share [3] - Through technological innovation and industry chain layout, Zhichun Technology has gradually achieved domestic substitution for some equipment [3] - The company is expected to further solidify its leading position in the domestic high-purity process equipment market by closely binding with top customers [3]