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中微公司2025年度归母净利润约21.11亿元,增加约30.69%
Zhi Tong Cai Jing· 2026-02-27 14:46
到2025年底,公司累计已有超过7,800个反应台在国内外170余条客户芯片及LED生产线全面量产,其中 刻蚀设备反应台全球累计出货超过6,800台。公司的CDP产品部门为先进存储器件和逻辑器件开发的 LPCVD,ALD等十多款导体和介质薄膜设备已经顺利进入市场,并且设备性能完全达到国际领先水平, 薄膜设备的覆盖率不断增加。公司EPI设备研发团队已经开发出具有自主知识产权及创新的平台,目前 减压EPI设备已付运成熟制程客户进行量产验证,该种设备同时也付运至先进制程客户进行验证,部分 先进工艺已进入量产验证阶段;新一代高选择比预清洁腔体满足先进工艺的需求,已在客户端进行量产 验证;常压外延设备现已完成开发,进入工艺验证阶段。在泛半导体设备领域,公司正在开发更多化合 物半导体外延设备,已陆续付运至客户端进行验证。 公告显示,公司针对先进逻辑和存储器件制造中关键刻蚀工艺的高端产品新增付运量显著提升,先进逻 辑器件中段关键刻蚀工艺和先进存储器件的超高深宽比刻蚀工艺实现了稳定可靠的大规模量产。其中 CCP方面,公司用于关键刻蚀工艺的单反应台介质刻蚀产品保持高速增长,能够全面覆盖存储器刻蚀应 用中各类超高深宽比需求;IC ...
晶盛机电:公司开发了应用于芯片制造的8英寸-12英寸减压外延设备、ALD设备等薄膜沉积类设备
Zheng Quan Ri Bao· 2026-01-27 12:13
(文章来源:证券日报) 证券日报网讯 1月27日,晶盛机电在互动平台回答投资者提问时表示,在芯片制造端,公司开发了应用 于芯片制造的8英寸-12英寸减压外延设备、ALD设备等薄膜沉积类设备。其中12英寸减压外延设备广泛 适用于逻辑芯片、存储芯片、硅光芯片、功率器件中的各项制程;常压外延设备适用于功率器件; ALD设备适用于逻辑芯片、存储芯片中的各项制程。 ...
中微公司预计2025年净利润同比增长约28.74%至34.93%,刻蚀与薄膜设备驱动营收增长超36%
Hua Er Jie Jian Wen· 2026-01-23 10:26
Core Viewpoint - Zhongwei Semiconductor Equipment (Shanghai) Co., Ltd. expects a revenue growth of over 36% to 12.385 billion RMB in 2025, driven by strong sales of etching and film equipment [1] Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders of 2.08 billion to 2.18 billion RMB in 2025, representing a year-on-year increase of approximately 28.74% to 34.93% [1] - Core net profit, excluding non-recurring gains and losses, is projected to be between 1.5 billion and 1.6 billion RMB, with a growth range of 8.06% to 15.26% [1] - The company expects a significant increase in non-recurring gains, with equity investment income estimated at 611 million RMB, up from 198 million RMB the previous year [3] Group 2: Business Growth and R&D Investment - The company plans to invest 3.736 billion RMB in R&D for 2025, a 52.32% increase from the previous year, which is significantly higher than the average for companies listed on the Sci-Tech Innovation Board [2] - The core plasma etching equipment continues to gain recognition from domestic and international clients, with cumulative shipments of etching equipment expected to exceed 6,800 units by the end of 2025 [2] - The film equipment business is experiencing explosive growth, with LPCVD and ALD equipment revenue reaching approximately 506 million RMB, a staggering increase of 224.23% [1][2] Group 3: Supply Chain and Production Capacity - The company has expanded its production and R&D bases in Nanchang and Shanghai, covering approximately 140,000 and 180,000 square meters, respectively [3] - To ensure stable equipment delivery rates, the company is actively developing key component suppliers to enhance supply chain security [3] Group 4: Technological Advancements - The company has made significant progress in the development of CCP and ICP equipment, achieving single-atom level precision in processing [2] - In the compound semiconductor sector, the company maintains a leading position in GaN-based MOCVD equipment and is actively developing SiC applications [4]