科睿迅：半导体核心材料国产化领军者，开启PVA Brush领域新篇章

Core Viewpoint - The article highlights the breakthrough of Kereon (Shanghai) Material Technology Co., Ltd. in achieving domestic production of CMP post-cleaning brushes, marking a significant step towards self-sufficiency in the semiconductor materials industry in China [2][21]. Group 1: Core Technology Breakthrough - Kereon has developed a semiconductor-grade PVA cleaning brush that has passed validation from leading domestic Fab factories, filling a gap in the domestic market [2][4]. - The PVA cleaning brush features three core advantages: efficient cleaning, ultra-high cleanliness, and chemical resistance, making it suitable for advanced semiconductor processes [4][6]. Group 2: Production Capacity - The first domestic production line for PVA cleaning brushes, with an annual capacity of 200,000 units, was established in Nantong Economic Development Zone, breaking the 100% reliance on imports [6][9]. - The factory operates under a class 100 cleanroom standard, ensuring minimal particle contamination and a long lifespan of over 5,000 cleaning cycles for the brushes [6][9]. Group 3: Capital Support - Kereon secured 5 million yuan in angel financing in early 2024, with plans to attract leading industry funds in 2025 to enhance production line construction and product iteration [12][13]. - The core team has over 30 years of experience in PVA downstream product development, establishing a complete technical loop from material research to mass production [12][13]. Group 4: Industry Value - The global advanced packaging market is projected to reach $85 billion by 2025, with Kereon's PVA cleaning brushes playing a crucial role in the domestic semiconductor materials localization process [16][15]. - Kereon's products can reduce costs compared to imported alternatives, enhance supply chain security, and drive technological innovation in semiconductor cleaning processes [16][15]. Group 5: Future Layout - Kereon aims to expand its application of PVA materials beyond semiconductor cleaning brushes, with plans to cover major Fab factories in China by 2025 and gradually enter international markets [18][17]. - The company is positioned to become a significant player in the global semiconductor materials sector, leveraging its advancements in technology and production capabilities [18][21].