刻蚀设备中标盘点：5家国产仪器公司10月纷纷亮相

Core Insights - The domestic etching equipment procurement market is active in October 2025, led by universities and research institutions, with a focus on various etching processes including TSV, laser, reactive ion, and ICP [1][2] - Domestic equipment manufacturers are showing strong performance, indicating a rise in competitiveness in the etching equipment sector [2] Group 1: Procurement Activity - Multiple universities and research institutions have completed equipment tenders, indicating a robust demand for etching equipment across cutting-edge research fields such as integrated circuits and the Internet of Things [1] - Notable procurements include the "TSV etching and deposition equipment" by the Aerospace Information University, awarded to Shanghai Yinquan Electronic Technology Development Co., with a bid amount of 20.26 million yuan [1] - The Chinese Academy of Sciences Shanghai Institute of Microsystem and Information Technology procured a "high aspect ratio etching unit" for 11.98 million yuan, highlighting the urgent need for specialized processes in advanced research [1] Group 2: Supplier Performance - Domestic leaders like North Huachuang have won multiple bids, including projects for Xi'an Jiaotong University and Fuzhou University, showcasing their continued penetration in the academic research market [2] - Other domestic suppliers such as Hangzhou Zhehe, Zhongke Juwei, and Shandong Chuangshi Weina have also secured contracts, reflecting the growing competitiveness of domestic etching equipment across various processes [2] - The overall trend in October 2025 indicates a "research-driven, domestic rise" in the etching equipment market, with expectations for stable growth in demand for high-end etching equipment due to ongoing investments in integrated circuits and quantum computing [2]