鼎龙股份(300054.SZ):已有两款高端晶圆光刻胶通过国内主流晶圆厂验证并获得订单

Core Viewpoint - Dinglong Co., Ltd. has successfully validated two high-end wafer photoresists with major domestic wafer manufacturers and received orders, indicating a strong market demand for its products [1] Group 1: Product Development and Production Capacity - The company has established a production line in Qianjiang with an annual capacity of 30 tons for KrF/ArF high-end wafer photoresists, which is now capable of mass production and supply [1] - By the third quarter of 2025, the company plans to have nearly 30 high-end wafer photoresists in its portfolio, with over 15 samples validated and more than 10 entering gallon sample testing [1] Group 2: Future Plans and Market Strategy - The company aims to continue enhancing the production capacity of its photoresist lines and expedite the commercialization process of high-end wafer photoresists to increase its market share in the industry [1] - The second phase of the Qianjiang photoresist production base, which will have an annual production capacity of 300 tons for KrF/ArF high-end wafer photoresists, is nearing completion and equipment debugging is progressing smoothly [1]