半导体用电子湿化学品是指专为半导体制造中的清洗、蚀刻、掺杂和表面处理工艺配制的高纯度化学溶液。这些化学品在集成电路 (IC) 、平 板显示器、光伏和先进封装生产过程中，对于实现晶圆表面超洁净和材料精密改性起着至关重要的作用。为了满足半导体生产严格的纯度和 一致性标准，电子湿化学品采用先进的净化、过滤和污染控制技术进行生产。其质量直接影响器件的良率、性能和可靠性，使其成为全球半 导体供应链中不可或缺的材料。 据 QYResearch 调研团队最新报告"全球半导体用湿电子化学品市场报告 2025-2031 "显示，预计 2031 年全球半导体用湿电子化学品市场规模 将达到 28.1 亿美元，未来几年年复合增长率 CAGR 为 7.4% 。 2024 年全球半导体用湿电子化学品产量将达 120 万吨，平均售价为 1,300 美元 / 吨，单线产能约 25,000 吨 / 年，毛利率约为 30% 。 根据 QYResearch 头部企业研究中心调研，全球范围内半导体用湿电子化学品生产商主要包括索尔维、三菱化学、 Santoku Chemical 、赢 创、长春集团、 Arkema 、巴斯夫、 OCI Chemical ...

Group 1 - The company currently does not have a product layout for electronic fluorinated liquids [2] - In the first half of 2025, the company's revenue from electronic information materials is projected to be 240 million yuan [2]

Core Viewpoint - The article emphasizes the critical need for a resilient and self-sufficient semiconductor supply chain in the U.S., highlighting the significant investments required to address material shortages and support semiconductor manufacturing growth [1][2][3]. Group 1: Investment and Supply Chain Challenges - The U.S. plans to invest over $450 billion in semiconductor manufacturing capacity by 2024, but faces a potential shortfall in the supply of over 60% of the necessary materials and chemicals by 2030 [1][10]. - An estimated one-time capital investment of around $9 billion is needed to fill the material gap and keep pace with semiconductor manufacturing capacity expansion [2][13]. - The overall semiconductor market in the U.S. is projected to exceed $140 billion by 2030, more than doubling from $68 billion in 2024, with related chemicals and materials demand expected to grow from $4 billion to approximately $13 billion [3]. Group 2: Importance of Chemical Supply - The semiconductor industry relies on over 100 types of chemicals and materials, many of which require ultra-high purity, making the supply chain vulnerable to disruptions [8][10]. - The U.S. currently imports nearly all ultra-high purity hydrogen fluoride needed for advanced semiconductor devices, indicating a heavy reliance on foreign supply chains [8][10]. - A diversified chemical supply chain is essential for supporting U.S. semiconductor manufacturing without significantly impacting overall manufacturing costs, as raw materials account for less than 5% of total costs [8]. Group 3: Types of Chemical Supply Gaps - Seven types of chemical supply challenges have been identified, ranging from attractive domestic supply to critical gaps in technology and raw material access [9][18][21]. - For example, high-purity hydrogen fluoride faces economic challenges due to reliance on imports, while some materials are restricted due to environmental regulations [21][22]. - The article outlines the need for collaboration among industry players to develop local supply chains and reduce dependency on imports [27]. Group 4: Future Directions - To ensure a reliable supply of critical materials, companies should consider trade agreements, securing key raw material sources, and addressing investment and operational cost disparities in the U.S. [27]. - The establishment of resilient semiconductor material supplies is crucial for scaling the domestic semiconductor industry and securing access to key technologies in the 21st century [27].