Core Insights - The company, Aisen Co., Ltd. (688725.SH), has achieved a significant breakthrough in the domestic production of ultra-pure cobalt sulfate solution, receiving its first mass production order from a mainstream wafer manufacturer [1][3] - Aisen has made notable progress in the research and industrialization of advanced process technology, successfully supplying core materials for mainstream wafer manufacturers at 28nm and 5nm-14nm process nodes [3] - The ultra-pure cobalt sulfate solution's mass production enhances the self-sufficiency of the domestic semiconductor material supply chain and indicates a gradual break from foreign technology monopolies in high-end electronic chemicals [3] Company Developments - Aisen's core product lines include copper plating additives and ultra-pure chemicals, with copper additives already receiving stable mass production orders from several leading wafer manufacturers [3] - The company is one of the few in China capable of providing key material solutions for process nodes of 5nm and below, with its products widely used in wafer manufacturing, packaging testing, and high-end display panels [3] Industry Impact - The successful domestic mass production of ultra-pure cobalt sulfate solution is expected to accelerate the process of domestic substitution for semiconductor materials in China [3]