高纯化学品设备及系统
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至纯科技董事长蒋渊: 深耕核心工艺 培育半导体行业“生态林”
Zhong Guo Zheng Quan Bao· 2025-11-16 20:18
Core Viewpoint - The company emphasizes the importance of maintaining a robust supply chain over short-term financial calculations, positioning itself strategically within the semiconductor industry [1] Group 1: Company Strategy and Development - The company has evolved from a single system integrator to a comprehensive service provider covering "process-equipment-materials" in the semiconductor sector, focusing on high-purity processes [2] - The company aims to tackle the most challenging technological gaps in the semiconductor industry, ensuring full process coverage in wet processing equipment [2][4] - The company has completed the development of equipment for the 28nm node and has secured orders for all equipment across various advanced process nodes [2] Group 2: Technological Advancements - The company has established the first fully domestically produced 12-inch wafer gas supply plant for 28nm, breaking the overseas supplier monopoly [3] - The company has a strong focus on R&D, with a total of 865 patent applications, including 356 invention patents, reflecting its commitment to innovation [5] - The company balances depth in technology research with broad application, ensuring that its production capabilities align with market demands [5] Group 3: Market Position and Ecosystem - The company has a high bid success rate in the domestic high-purity process system market, surpassing many international suppliers [6] - The company has built a nationwide service team to provide 24/7 rapid response, enhancing its competitive edge in customer service [6] - The company aims to be the preferred supplier for clients, focusing on collaborative growth and addressing both process challenges and value creation through equipment innovation [6]
深耕核心工艺 培育半导体行业“生态林”
Zhong Guo Zheng Quan Bao· 2025-11-16 20:13
● 本报记者 王婧涵 "保障产业链每一个环节都不掉链子,是比短期算财务账更重要的战略选择。"至纯科技董事长蒋渊在接 受中国证券报记者专访时,道出了公司在半导体热潮中的冷静抉择。 蒋渊表示,近两年半导体行业获得了极高的市场关注度:"这是机遇也是挑战。短期内企业有很多方式 能快速吸引市场的热钱和资源,但如果没有坚定的价值和信念去挑战更深更难的技术,这种表象上的活 力是难以为继的。" "因此,至纯科技聚焦攻克最难的技术空白点,坚持以全工艺覆盖为目标,咬牙完成湿法四个平台全工 艺覆盖性开发。"蒋渊表示,"我们不做机会主义者,而是咬紧牙关,一个节点、一个节点地实现技术突 破。因为我们相信,在极端情况下,保障产业链的每一个环节都不掉链子,是比短期算账更重要的战略 选择。" 目前,至纯科技布局的湿法设备在产品平台和工艺搭载上已基本覆盖了全部湿法工艺。其中,28纳米节 点设备开发已经全部完成,全工艺机台均有订单;在更先进制程节点,聚焦先进湿法设备的子公司至微 科技也已取得部分工艺订单。高阶设备方面,对于高温硫酸、FIN ETCH、单片磷酸等机台产品,至纯 科技的交付和验证进度均处于国内领先水平。 在电子材料方面,至纯科技大宗 ...