Core Viewpoint - The establishment of testing standards for extreme ultraviolet (EUV) photoresists is crucial for the development of China's semiconductor industry, particularly as the country aims for self-sufficiency in advanced chip manufacturing [2][3]. Group 1: Standards and Testing Methods - The National Standardization Administration has announced three key standards related to photoresists, including methods for testing EUV photoresists, which are essential for semiconductor manufacturing at nodes of 3 nm and below [2][3]. - The EUV photoresist testing standard will systematically integrate material characteristics and performance parameters, focusing on critical performance indicators such as purity, etch resistance, line edge roughness, and sensitivity [3]. Group 2: Industry Implications - The development of these standards is significant as China's current domestic production rate of EUV photoresists is nearly zero, and the R&D efforts are still in the early stages [3]. - Establishing a unified testing methodology will not only fill the technical standard gap in the EUV photoresist field but also provide an objective benchmark for performance evaluation, promoting innovation in the domestic photoresist industry [3]. Group 3: Upcoming Events - TrendBank is organizing the 2025 Heterogeneous Integration Annual Conference from November 17-19, 2025, in Ningbo, focusing on advanced packaging technologies and fostering collaboration between industry and academia [4][5].

Market Overview - The market experienced fluctuations with all three major indices slightly declining. The STAR Market 50 Index rose over 2% in the afternoon, driven by strong performance in semiconductor stocks, with companies like Astone and Cambrian Technology hitting the daily limit. AI application stocks also performed well, with companies such as Insigma and Hanwang Technology reaching their daily limits. Conversely, stocks related to the Yajiang Hydropower Station saw collective adjustments, with several stocks hitting the daily limit down. Overall, individual stocks showed mixed performance, with a total trading volume of 1.82 trillion yuan [1]. Key Highlights Domestic Semiconductor Sector - The domestic semiconductor sector saw significant gains, with stocks like Haili Co., Astone, and Zhangjiang Hi-Tech hitting their daily limits. Cambrian Technology surged by 12%. Recent advancements in extreme ultraviolet (EUV) lithography materials by a research team from Tsinghua University have provided new design strategies for critical materials in advanced semiconductor manufacturing [3][4]. AI and Computing Power - Stocks related to computing power surged, with companies like Zhizhen Technology, Yanhua Intelligent, and Hubei Broadcasting hitting their daily limits. The upcoming World Artificial Intelligence Conference (WAIC) in Shanghai, where Premier Li Qiang will deliver a speech, is expected to showcase over 50 AI terminals and numerous new products. OpenAI is also set to release the GPT-5 model soon [6][9]. Robotics Sector - The robotics sector showed active performance, with stocks like Yokogawa Precision and Quanzhu Co. hitting their daily limits. The upcoming World Robot Conference, scheduled for August 8-12, is anticipated to be the largest and most prestigious event in China's robotics field, focusing on making robots smarter and more capable [10][12]. Market Trends and Projections - The global lithography machine market is projected to reach $37.81 billion by 2029, with a compound annual growth rate (CAGR) of 5.0% from 2024 to 2034. The domestic market for lithography materials is expected to grow significantly, with current domestic production rates at 20-25% and strong future growth potential [4][5]. Investment Opportunities - The domestic semiconductor industry's rapid expansion is creating more market opportunities for domestic lithography materials. The global lithography materials market is expected to reach $7.5 billion by 2028, with a CAGR of approximately 8.7% [5]. AI Application Market - The IDC predicts that the generative AI market will support the development of security intelligent agents, with the market size in China expected to reach $1.6 billion by 2028, reflecting a CAGR of over 230% [9]. Stock Performance - Notable stock performances include Haili Co. (+9.99%), Astone (+19.99%), and Cambrian Technology (+12.17%). The overall market sentiment remains positive, particularly in technology sectors [4][7][17].