科创板第600家公司上市 强一股份十年攻坚打破垄断

Core Insights - Strong One Co., Ltd. officially became the 600th listed company on the Sci-Tech Innovation Board, marking a significant milestone in its journey from facing technological barriers to becoming a top player in the global semiconductor probe card industry [2][3] - The company has successfully developed its own technology and patents, achieving a total of 182 domestic invention patents by September 30, 2025, and has positioned itself among the top six globally in the probe card sector [3][4] Company Development - The probe card industry has been historically dominated by foreign manufacturers, creating significant challenges for domestic companies due to technology and material barriers [3] - Strong One was founded in 2015 with the mission to provide China with independent choices in semiconductor core hardware, leading to a decade-long effort to overcome technical challenges [3][4] Technological Advancements - The company emphasizes the importance of long-term commitment to core technology for achieving self-sufficiency in the semiconductor industry [4] - Strong One has made breakthroughs in 2D/2.5D MEMS probe cards, enhancing product performance in terms of current tolerance and testing lifespan, which supports the development of domestic chip industries [4] Strategic Initiatives - Following its listing, Strong One plans to invest raised funds into R&D and production projects in Nantong and Suzhou, creating a closed-loop system of "R&D—Production—Validation" [5][6] - The Nantong project focuses on expanding high-end probe card production capacity, while the Suzhou project aims at advancing core technology and domestic material substitution [5][6] Competitive Advantages - Strong One's competitive edge lies in its technology, cost-effectiveness, and service quality, with a focus on local production and rapid delivery of customized solutions [6] - The company has established stable orders with over 400 domestic clients in chip design, wafer foundry, and packaging testing sectors, enhancing its market position [6] Market Outlook - The semiconductor industry is expected to see sustained demand growth, driven by emerging sectors like cloud services and artificial intelligence, alongside domestic and global capacity expansions [7] - Strong One anticipates a shift in the competitive landscape, with domestic manufacturers gaining market share due to technological advancements and local service advantages [7] Future Plans - The company aims to maintain high R&D investment, focusing on the development of advanced MEMS and high-frequency probe cards, while exploring potential mergers and acquisitions to enhance industry collaboration [8] - Strong One's goal is to become a globally competitive domestic probe card manufacturer, contributing to the self-sufficiency of China's semiconductor hardware [8]