Workflow
研究半导体设备、材料,为什么应该去一次日本?
芯世相·2025-05-07 05:36

Core Viewpoint - The article emphasizes the importance of the Japanese semiconductor industry, highlighting its strengths in semiconductor materials and equipment despite its relatively low profile in the global market [4]. Industry Overview - Since Trump's administration, high tariffs have significantly impacted the global semiconductor supply chain, leading to increased focus on Asian semiconductor industries, particularly in China, Japan, and South Korea [3]. - Japan's semiconductor industry, while understated, remains dominant in upstream semiconductor equipment and materials, with Japanese companies leading in three out of five categories in a new survey on semiconductor materials for 2024 [4]. Market Position - In the field of photoresists, Tokyo Ohka Kogyo holds a 22.8% market share, with leading Japanese companies collectively accounting for 75.9% of the market [4]. - Shin-Etsu Chemical leads the silicon wafer market with a 24.7% share, while three Japanese companies monopolize the photomask substrate market [4]. - The semiconductor materials and equipment market is relatively small with lower profit margins, but it requires high technical expertise, which Japan excels in due to its "artisan spirit" and emphasis on foundational research [4]. Event Participation - SEMICON Japan is highlighted as a crucial event for those looking to gain deeper insights into the Japanese semiconductor industry, being one of the most influential semiconductor industrial exhibitions globally [5]. - The upcoming SEMICON Japan 2025 will feature participation from over 1,100 companies and organizations from 35 countries, with a significant number of local Japanese enterprises [5]. Business Exploration - The company plans to organize a six-day business exploration trip to Japan, focusing on SEMICON Japan 2025 and visiting notable semiconductor companies and universities to uncover opportunities within the Japanese semiconductor sector [5][9]. - The itinerary includes networking events to facilitate collaboration between Japanese companies and international participants, enhancing industry connections [7][8]. Experience and Optimization - The company has extensive experience in organizing overseas business explorations, having led over 100 executives to various countries for industry insights and networking since early 2018 [10]. - Continuous optimization of the exploration itinerary is based on feedback and experiences from previous trips, ensuring a rich and professional experience for participants [10].