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日本半导体制造材料和设备断供风险
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润欣科技:对日本半导体制造材料和设备不存在直接依赖
Ge Long Hui· 2025-11-20 07:13
Core Viewpoint - Runxin Technology (300493.SZ) faces risks related to supplier changes and supply shortages, which may adversely affect its operating performance [1] Group 1: Company Overview - The core business of Runxin Technology is chip distribution and technical services, with no involvement in chip manufacturing [1] - The company does not have a direct reliance on Japanese semiconductor manufacturing materials and equipment [1] Group 2: Risk Factors - The risks primarily stem from upstream wafer manufacturers and whether they will halt production due to supply disruptions of Japanese equipment or materials, which could impact chip sales [1]