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寰鼎重构股权布局 加码半导体设备全链条国产化
Zheng Quan Ri Bao Wang· 2025-11-19 07:12
Core Viewpoint - Huanding Integrated Circuit (Shanghai) Co., Ltd. has announced a strategic cooperation intention with Suzhou Huayuan Holdings Co., Ltd., aiming to enhance local manufacturing and technological upgrades in the integrated circuit equipment sector [1][2]. Group 1: Company Overview - Huanding was established in 2005, focusing on three main business areas: self-developed semiconductor RTP rapid thermal processing equipment, sales and support for semiconductor packaging and testing equipment, and R&D and sales of related consumables [2]. - The company has established a diverse cooperation network with international manufacturers from Japan, South Korea, and the United States, and has sold over 450 units of RTP equipment since its first sale in 2007 [2]. - Huanding's TC-Wafer product has successfully replaced international competitors' products and has entered the supply chain of the world's most advanced wafer fabs since its commercialization in 2015 [2]. Group 2: Strategic Developments - The optimization of Huanding's shareholding structure has become a key direction for further development, with increasing client suggestions for domestic shareholder control to facilitate business expansion [2]. - The recent investment intention agreement with Huayuan Holdings will see Huayuan take a controlling stake, which is expected to enhance business development opportunities [2]. - Future plans include establishing a joint factory in Suzhou to localize the production of the entire series of RTP equipment and promote the domestic manufacturing of TC-Wafer, leveraging Huayuan's advantages in customer trust and channel expansion [3].