新材料投资：半导体材料和新型显示材料投资方向

Core Viewpoint - The article discusses the various types of semiconductor materials and their specifications, highlighting the importance of high-purity materials in the semiconductor industry and the growing demand for advanced materials in electronics and display technologies [2][3][4]. Semiconductor Materials - Compound semiconductor materials include high-purity arsenic, gallium nitride single crystal substrates, silicon carbide single crystal substrates, and various types of indium phosphide substrates [2]. - Semiconductor process materials consist of photomasks, ultra-pure aluminum, tungsten targets, and specialized gases [2]. - Packaging materials for semiconductors include thermal conductive organic silicone gels and high-performance solder materials [2]. OLED and Display Materials - OLED materials include organic light-emitting layers, glass substrates, and polyimide materials [3][4]. - Display materials encompass photolithography resins, optical-grade films, and protective films for TFT-LCDs [3][4]. Electronic Pastes and Chemicals - Electronic pastes include high-capacity nickel inner electrode pastes for MLCCs and specialized pastes for 5G filters [2][6]. - High-purity chemicals for semiconductor applications include electronic-grade epoxy resins and ultra-high-purity fluoropolymers [6][7]. Performance Specifications - Various materials have specific performance requirements, such as crystal packaging materials with lifetimes of 2300 hours and luminous efficiency of 9.93 cd/A [3]. - OLED materials require specific thermal and optical properties, such as a glass transition temperature of ≥750℃ and UV transmittance of ≥70% [3][4]. Advanced Semiconductor Components - Advanced semiconductor components include precision ceramic parts and high-purity silicon materials for various applications [2][5]. - The specifications for silicon wafers and substrates include strict requirements for thickness, flatness, and impurity levels [5][6]. Conclusion - The semiconductor industry is increasingly focused on high-purity materials and advanced specifications to meet the demands of modern electronics and display technologies, indicating a robust growth trajectory for these materials [2][3][4].