4家 PSPI 企业确认演讲，共探旭化成限供下的破局之道 | 2025势银（第五届）光刻产业大会（PRIC 2025）

Core Viewpoint - The article discusses the significance and market potential of Photosensitive Polyimide (PSPI) in the semiconductor industry, highlighting its advantages over traditional materials and the impact of supply chain disruptions caused by major suppliers like Asahi Kasei [1][2][3]. Market Overview - The global market for PSPI is projected to reach $402 million in 2024 and $802 million by 2030, indicating a strong growth trajectory [2]. - Major suppliers, including Toray, Fujifilm, HD Microsystems, Asahi Kasei, and SK Materials, dominate approximately 95% of the market, primarily serving processes below 28nm [2]. Supply Chain Disruption - Asahi Kasei announced supply adjustments for its PSPI product, leading to significant supply shortages for key semiconductor manufacturers such as TSMC and Samsung, which could severely impact their production plans [2]. Industry Challenges - The article emphasizes the conflict between the surging demand for AI computing power and the limited production capacity of PSPI, which is exacerbating supply chain issues [3]. Conference Insights - The 2025 TrendBank Lithography Industry Conference will address PSPI-related topics, featuring participation from various industry players, including Hubei Dinglong Advanced Materials and Bomi Technology [4]. Company Profiles - Hubei Dinglong focuses on semiconductor materials and has developed over 100 high-tech products, holding more than 1,000 patents [5]. - Bomi Technology specializes in polyimide materials and has achieved mass production of PSPI for integrated circuit packaging [8]. - Taiwan's Eternal Chemical has a strong emphasis on R&D, with over 190 patents and a commitment to high-tech chemical products [9]. - Weifang Xingtai Technology is dedicated to high-end photoresists and has developed a range of products that meet both domestic and international standards [10][11]. Conference Agenda - The conference will feature discussions on advanced lithography technologies, challenges in photoresist and wet electronic chemicals, and the current state of domestic lithography materials [22][23]. - Key topics include the development of self-assembly lithography techniques, advancements in photoresist technology, and the analysis of the Chinese mainland photoresist market [14]. Conference Details - The 2025 TrendBank Lithography Industry Conference is scheduled for July 9-10, 2025, in Hefei, Anhui, with an expected attendance of 300 participants [21][32].