“不务正业”的半导体巨头

Group 1 - The core idea of the article is that companies from various industries have successfully transitioned into the semiconductor sector by leveraging their existing technologies and expertise, creating significant opportunities in this highly specialized field [2][31][36] - Ajinomoto, a well-known seasoning company, developed a thermosetting film called ABF from by-products of amino acid production, which now dominates 99% of the high-end CPU and GPU packaging market [2] - Donaldson, originally a tractor air filter manufacturer, adapted its filtration technology to meet the needs of semiconductor clean rooms, ensuring air purity at extremely high standards [4][7] - DISCO, initially a manufacturer of grinding tools, successfully transitioned to producing ultra-thin cutting wheels and specialized cutting machines for semiconductor wafer processing, achieving a market share of 70%-80% in this field [9][12][13] - Fujifilm transformed from a film company to a diversified high-tech group, with semiconductor materials becoming a key growth driver, now accounting for a significant portion of its revenue [15][19] - Gore, known for its waterproof fabric, developed specialized cables for EUV lithography machines, showcasing the application of its ePTFE technology in the semiconductor industry [21][24] Group 2 - TOTO, a toilet manufacturer, successfully applied its expertise in high-performance ceramics to develop essential components for semiconductor equipment, achieving significant profitability in this new sector [26] - JSR transitioned from synthetic rubber production to becoming a leading supplier of photoresists for semiconductor manufacturing, leveraging its polymer chemistry knowledge [27] - HOYA, originally known for glass products, now plays a crucial role in the semiconductor industry by providing EUV mask substrates, utilizing its expertise in optical glass manufacturing [28] - Henkel, a company that started in household cleaning products, has become a key player in advanced semiconductor packaging materials, demonstrating the versatility of its surface chemistry knowledge [29] - The common thread among these companies is their ability to understand the essence of their technologies and apply them creatively in new markets, emphasizing the importance of long-term investment in R&D [31][32]