“未来20” 2025调研实录：芯碁微装，国产直写光刻龙头的成长密码

Core Viewpoint - ChipMOS Technologies is a leading direct-write lithography equipment company that has broken the monopoly of international giants within ten years of its establishment, capitalizing on the rapid development of the semiconductor industry and facing the challenge of overcoming capacity bottlenecks to achieve further growth [1] Group 1 - ChipMOS Technologies is recognized as an industry leader in direct-write lithography equipment [1] - The company has successfully disrupted the market dominated by international giants [1] - The semiconductor industry is experiencing significant growth, providing opportunities for ChipMOS Technologies [1] Group 2 - The company is currently facing challenges related to capacity bottlenecks [1] - There is potential for the company to achieve further advancements and growth in the industry [1]