势银芯链·2025-06-17 03:31Core Viewpoint - The article highlights the significant growth and advancements in the semiconductor photoresist industry, showcasing various companies' performance and R&D capabilities in this sector. Group 1: Business Performance - Tongcheng New Materials achieved a 50.43% year-on-year increase in semiconductor photoresist revenue for 2024, with ArF photoresist passing customer validation and generating revenue [1] - Aisen Semiconductor reported a 37.68% year-on-year growth in photoresist and supporting reagent revenue for 2024, with significant market penetration in advanced packaging negative photoresist [2] - Shanghai Xinyang's photoresist products saw an overall revenue increase of over 100% year-on-year, with multiple KrF photoresists achieving bulk sales [4] - Nanda Optoelectronics experienced a breakthrough of over 80% year-on-year growth in photoresist business, with several ArF products validated by customers [6] - Jingrui Electric Materials reported a nearly 30% year-on-year growth in photoresist business for 2024, maintaining a strong market position with its UV wide-spectrum photoresists [5] Group 2: R&D Capabilities - Tongcheng New Materials has nearly 50 semiconductor photoresist R&D projects, with half validated by users and some entering small-scale production [2] - Aisen Semiconductor is advancing its PSPI photoresist product certifications and has formed an expert team for KrF photoresist development [3] - Shanghai Xinyang is enhancing its R&D and industrialization of high-end photoresists for integrated circuit manufacturing, focusing on 3D NAND, DRAM, and logic advanced processes [5] - Nanda Optoelectronics is developing high-resolution photoresists for 300mm wafers below 90nm and aims to establish a proprietary patent system [6] - Jingrui Electric Materials is collaborating with Sinopec Group on ArF high-end photoresists and has multiple R&D projects underway for various photoresist applications [7] Group 3: Industry Events - The 2025 TrendBank (Fifth) Lithography Industry Conference will be held on July 9-10 in Hefei, aiming to gather experts, scholars, and industry representatives to discuss advancements and challenges in lithography technology and materials [9]