东方钽业：已实现高纯钽粉、高纯钽锭及12英寸钽靶坯的全流程技术突破

Core Viewpoint - The company, Dongfang Tantalum Industry, indicates that the domestic demand for high-value-added products such as high-temperature alloys, semiconductor tantalum targets, and high-purity niobium materials is gradually increasing due to the development of high-tech and new infrastructure industries in China [1] Group 1: High-Temperature Alloys - The company benefits from the growth in demand for high-temperature alloys driven by gas turbines and aerospace engines, leading to continuous capacity release [1] Group 2: Semiconductor Sector - In the semiconductor field, the company has achieved breakthroughs in the entire process technology and industrial integration for high-purity tantalum powder, high-purity tantalum ingots, and 12-inch tantalum target blanks, spurred by the development of AI and computing power chips [1]