Core Viewpoint - Longtu Photomask indicates that its high-end semiconductor chip mask manufacturing base in Zhuhai is set to commence production in the first half of 2025, currently in a critical capacity ramp-up phase [1] Group 1: Production and Capacity - The core products, KrF-PSM and ArF-PSM, are being sent to some customers for testing and validation [1] - The 90nm node product has successfully transitioned from R&D to mass production, while the 65nm product has begun sample verification [1] - The company has completed the layout for 40nm production equipment and will accelerate capacity release at the Zhuhai factory [1] Group 2: Market Demand - The focus will be on enhancing the supply capability of high-end products to meet the downstream domestic substitution demand [1]
龙图光罩：珠海高端半导体芯片掩模版制造基地于2025年上半年顺利投产