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佳能新光刻机工厂,来了
Xin Lang Cai Jing· 2025-08-03 06:56
Core Viewpoint - Canon's new factory in Utsunomiya, Japan, will focus on mature process and backend packaging application equipment, aiming to enhance global chip packaging and mature process market capacity [4]. Group 1: Factory and Production Capacity - The new lithography machine manufacturing plant is set to begin mass production in September 2023, with an investment exceeding 50 billion yen, covering the factory and advanced manufacturing equipment [4]. - The factory will occupy approximately 70,000 square meters and is expected to double the production capacity of lithography equipment [4]. - Canon aims to sell about 10 to 20 units of its advanced nanoimprint lithography (NIL) system annually within three to five years [6]. Group 2: Technology and Market Position - Canon will produce i-line and KrF lithography equipment, which are essential for manufacturing mature node semiconductors, as well as next-generation NIL systems [5]. - The NIL technology is projected to reduce power consumption to 10% of EUV production methods and lower equipment investment costs to 40% [5]. - Canon's backend equipment accounts for 30% of its total sales, primarily serving clients like TSMC for packaging applications [4][7]. Group 3: Industry Trends and Future Outlook - The rise of generative AI is driving demand for higher computing power, leading chip manufacturers to bundle multiple semiconductors into single modules, which necessitates new intermediary layers for connections [6]. - Canon has recognized the limitations of circuit miniaturization since 2011 and has been a pioneer in backend lithography equipment [7]. - The company anticipates a 9% year-on-year increase in sales of semiconductor lithography equipment, targeting 225 units by 2025 [7].