Core Viewpoint - The company is focused on the domestic substitution process of "bottleneck" products, particularly in the field of photoresists, and has achieved mass production of advanced packaging photoresists and PSPI photoresists [2] Group 1: Product Development - The company has successfully mass-produced photoresists, including advanced packaging photoresists and PSPI photoresists [2] - Ongoing research and testing include high aspect ratio KrF photoresists and ICA chemical amplification photoresists [2] Group 2: Supply Chain Control - The key raw materials for the company's high-end photoresist products are self-researched and self-produced, ensuring supply chain autonomy and control [2]

Core Viewpoint - The company has relevant products and technology reserves for HBM (High Bandwidth Memory) storage chip packaging, including advanced packaging photoresists and various chemical solutions [1] Group 1 - The company offers "advanced packaging photoresists," "electroplating copper base liquids," "copper-titanium etching liquids," and "tin-silver electroplating additives" that can be utilized in HBM storage chip packaging [1]

Core Viewpoint - As of August 25, 2025, Aisen Co., Ltd. experienced a stock price decline of 4.44%, closing at 50.15 yuan, with a trading volume of 67,323 hands and a transaction amount of 344 million yuan [1] Group 1: Company Overview - Aisen Co., Ltd. is a leading supplier in the domestic semiconductor packaging sector and plays a significant role in advanced wafer processing [1] - The company possesses Turnkey capabilities in the electroplating solution field, covering wafer manufacturing from 5nm to 14nm [1] - In the advanced packaging photoresist sector, Aisen is a key supplier and the only domestic company to break the monopoly of Japan's JSR [1] Group 2: Recent Developments - On August 25, the company announced that it received multiple institutional research visits, including from Invesco Great Wall Fund, on August 22 [1] - During the research visit, the management highlighted the operational performance for the first half of 2025, focusing on its technological advantages and market position in semiconductor packaging and wafer manufacturing [1] - Over the past year, Aisen has hosted 154 research visits from 126 institutions [1]