北方华创(002371.SZ)：相关产品已批量交付主流存储及HBM客户

Core Viewpoint - The demand for storage market is increasing, and the HBM technology is accelerating its penetration, leading to a continuous rise in the demand for related process equipment [1] Group 1: Company Overview - The company, Northern Huachuang (002371.SZ), provides core process equipment for storage chip manufacturing, including etching, thin film deposition, cleaning, thermal treatment, ion implantation, and photoresist coating and development, covering mainstream storage categories such as DRAM and NAND [1] - In the HBM field, the company offers multiple core equipment and process solutions, including TSV etching, debonding, wet cleaning, ALD, PVD, electroplating, and annealing [1] - The company's related products have been delivered in bulk to mainstream storage and HBM customers, with several products becoming the baseline machines for customers' production lines [1]