ASML Holding(US:ASML) 半导体行业观察·2025-12-10 01:50Core Viewpoint - DNP has developed a technology that could reduce energy consumption in advanced semiconductor manufacturing by 90%, significantly lowering the production costs of AI chips [2]. Group 1: Technology Development - DNP plans to start mass production of a template material for manufacturing cutting-edge 1.4 nm chips by 2027 [2]. - The current manufacturing of such advanced chips requires EUV lithography equipment, which is exclusively produced by ASML Holding [2]. - Lithography processes account for 30% to 50% of the total cost of chip manufacturing, with smaller circuit sizes leading to increased power consumption [2]. Group 2: Market Dynamics - Canon has begun selling semiconductor lithography machines in 2023, which consume less power than EUV equipment, with an estimated price of several billion yen (approximately 6.4 million USD) [2]. - The introduction of nanoimprint lithography technology could face challenges in large-scale production due to the need for high economic efficiency [3]. - Major companies like Samsung and TSMC plan to start mass production of 1.4 nm chips in 2027 and 2028, respectively, and are interested in nanoimprint lithography technology [3]. Group 3: Industry Opportunities - If the nanoimprint market expands, it could create opportunities for material manufacturers like DNP [4]. - Fujifilm Holdings has announced plans to enter the market by producing materials for circuit formation on wafers [4]. - Canon is set to deliver its first nanoimprint lithography equipment to the Texas Instruments research institute in 2024 [4].