年末重磅！上海微电子1.1亿光刻机中标

Core Viewpoint - The successful bid by Shanghai Micro Electronics Equipment (Group) Co., Ltd. for a step-and-scan lithography machine marks a significant milestone in the domestic semiconductor equipment industry, signaling strong market confidence in local core equipment [1][2]. Group 1: Domestic Semiconductor Equipment Development - The successful bid for the SSC800/10 step-and-scan lithography machine at a price of 110 million yuan demonstrates the feasibility and marketability of Shanghai Micro Electronics' technology route [1][2]. - Shanghai Micro Electronics has established a comprehensive product matrix covering various fields such as packaging and panels, providing reliable local options for domestic wafer fabs and research institutions [2]. - The order's confirmation reflects a significant breakthrough in core orders for domestic lithography machines, indicating a phase of accelerated development in the domestic semiconductor equipment sector [2]. Group 2: Market Demand and Policy Support - The increasing demand for domestic equipment is driven by high trade barriers in global semiconductor equipment and ongoing supply constraints for high-end lithography machines [2]. - Recent policy initiatives, such as the semiconductor product "origin" recognition rules, are pushing downstream companies to shift towards local wafer foundries and equipment suppliers, creating a broader market space for domestic equipment [2]. - The 110 million yuan order from Shanghai Micro Electronics is a result of the resonance between industry demand and policy benefits, highlighting both the company's technical strength and the trend of accelerated replacement of domestic equipment [2].