半导体产业链重要组成的光刻气，哪些企业在布局？

Core Viewpoint - The article emphasizes the significance of electronic specialty gases, particularly photolithography gases, in the semiconductor industry, highlighting the potential for domestic companies to fill the gap in a market currently dominated by international players [3][4]. Group 1: Electronic Specialty Gases Overview - Electronic specialty gases, also known as electronic gases, are characterized by their high purity and special applications, making them essential materials in industries such as integrated circuits, display panels, and solar cells [1]. - The article categorizes electronic specialty gases into various types based on their applications, including bulk gases, chemical vapor deposition, etching, cleaning, doping, and others [2]. Group 2: Photolithography Gases - Photolithography gases are crucial for the operation of photolithography machines, which directly influence the resolution of these machines. The composition of photolithography gases typically includes argon, neon, krypton, xenon, and fluorides in specific ratios [3]. - Currently, international companies like Linde, Air Liquide, and Taiyo Nippon Sanso dominate over 80% of the global market share for photolithography gases, indicating significant room for domestic alternatives [3]. Group 3: Domestic Companies in Photolithography Gases - The article lists several domestic companies involved in the production of photolithography gases, including their locations and specific products, such as high-purity krypton-neon mixtures and hydrogen [4][5]. - Notable companies mentioned include Huate Gas, KMT Gas, and Qiaoyuan Co., among others, showcasing a diverse range of products aimed at meeting the high purity requirements of the semiconductor industry [4][5]. Group 4: Upcoming Industry Events - The article announces the 2025 TrendBank (5th) Photolithography Materials Industry Conference scheduled for July 8-10 in Hefei, which aims to facilitate discussions on the supply chain and development trends in the photolithography materials sector [6].