鼎龙股份:公司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 Insights - Dinglong Co., Ltd. has successfully validated two high-end wafer photoresists with major domestic wafer manufacturers and has received orders for them [1] - The first phase of the Qianjiang production line has a capacity of 30 tons for KrF/ArF high-end wafer photoresists and is capable of mass production to meet current client orders [1] - By the third quarter of 2025, the company plans to have nearly 30 high-end wafer photoresists, with over 15 samples validated and more than 10 entering gallon sample testing [1] Production Capacity - The Qianjiang photoresist production base's first phase is running smoothly with an annual production capacity of 30 tons for KrF/ArF high-end wafer photoresists [1] - The second phase, which will have an annual production capacity of 300 tons for KrF/ArF high-end wafer photoresists, is nearing completion with successful equipment debugging [1] Market Strategy - The company aims to continuously enhance the production capacity of photoresist lines and validate products to accelerate the commercialization process of high-end wafer photoresists [1] - The goal is to further increase the market share of the photoresist business [1]