半导体技术垄断
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日本绝对垄断的76项半导体技术
是说芯语· 2025-12-08 06:29
Core Viewpoint - The article emphasizes the critical role of Japan in the semiconductor industry, highlighting its dominance in various key technologies and materials, which poses challenges for other countries, particularly in the context of geopolitical tensions [3]. Group 1: Semiconductor Industry Overview - The semiconductor industry is characterized by significant technological barriers, with Japan holding a monopoly in 76 key semiconductor technologies, covering the entire supply chain from materials to equipment [3]. - Japan dominates the market for 14 out of 19 core semiconductor materials, establishing a stronghold in the semiconductor materials and equipment sectors [3]. Group 2: Key Technologies and Market Shares - EUV photoresist preparation technology is monopolized by companies such as Tokyo Ohka Kogyo, JSR, Shin-Etsu Chemical, and Fujifilm, with market shares exceeding 90% [4]. - The market for 300mm silicon wafer manufacturing technology is dominated by Shin-Etsu and SUMCO, holding a combined market share of 72% [9]. - The ultra-pure electronic-grade hydrogen fluoride preparation technology has a global monopoly with a market share of 96.7%-100%, being the only material usable for advanced processes below 7nm [9]. - The semiconductor cutting and grinding equipment technology is led by DISCO, which holds over 70% of the global market share [9]. - The high-end FC-BGA packaging substrate technology is also dominated by Japanese firms, with market shares exceeding 70% [10]. Group 3: Strategic Implications - The article stresses the need for countries to recognize their technological gaps and accelerate research and development efforts in the semiconductor sector to achieve breakthroughs [3]. - The strategic significance of the semiconductor industry is underscored, particularly in light of current geopolitical complexities, necessitating a focused approach to technology advancement and industrial upgrading [3].