Core Viewpoint - The emergence of Tuojing Technology marks a significant step towards domestic production in the high-end semiconductor manufacturing sector, particularly in the film deposition equipment market, which has been dominated by international giants [2]. Group 1: Market Overview - The film deposition equipment sector accounts for over 20% of the wafer manufacturing equipment market, with Tuojing Technology capturing approximately 12% of the market share, translating to a revenue of 4.1 billion yuan in a market projected to reach 9.7 billion USD in 2024 [2]. - Tuojing Technology focuses on PECVD, ALD, and Gap Fill technologies, supporting over 100 types of medium film materials required for logic and memory chips [2]. Group 2: Technological Advancements - Chinese companies, represented by Tuojing Technology, are rapidly catching up in terms of process coverage and production equipment performance, achieving levels comparable to international counterparts [3]. - Tuojing Technology has undertaken 11 national major projects and has filed 1,640 patents, with 507 granted, showcasing its commitment to innovation and technology breakthroughs in the semiconductor film deposition field [3]. Group 3: Future Prospects - The company is preparing for future product generations, with 70% of its products being new or advanced process technologies, indicating a strong focus on innovation [4]. - The demand for semiconductor equipment in the three-dimensional integration field is expected to drive Tuojing Technology's growth, with existing orders for wafer-to-wafer hybrid bonding equipment and successful industrial applications of developed detection equipment [3].

Core Viewpoint - The emergence of Tuojing Technology represents a significant step towards domestic production in the monopolized thin film deposition equipment market, which is crucial for high-end semiconductor manufacturing [2][3]. Market Overview - The thin film deposition equipment accounts for over 20% of the wafer manufacturing equipment market, with the Chinese market for this equipment projected to reach approximately $9.7 billion in 2024 [2]. - Tuojing Technology's product market size is estimated at $4.85 billion, with the company generating revenue of 4.1 billion yuan, capturing about 12% market share [2]. Technological Advancements - Tuojing Technology focuses on the research and industrial application of PECVD, ALD, and Gap Fill technologies, supporting over 100 types of medium film materials required for logic and memory chips [2]. - The company has made significant technological breakthroughs, evidenced by its 1,640 patent applications (including PCT) and 507 authorized patents [3]. Future Prospects - The demand for semiconductor equipment in the three-dimensional integration field is expected to drive Tuojing Technology's future growth, with existing orders for wafer-to-wafer hybrid bonding equipment and successful industrial applications of developed detection equipment [3]. - The company is proactively developing technologies for the next two to three generations of products, with 70% of its products being required for new and advanced processes [4].

【LEDinside】 近日，多个显示相关项目相继迎来进展，川奇光电投资30.2亿元建设的扬州高端显 示产业园二期项目预计于5月投产；合肥新站高新区两项半导体显示材料项目同步落地，总投资额 达11.4亿元。 川奇光电扬州高端显示产业园预计5月投产 扬州经开区消息，川奇光电总投资30.2亿元建设的"二期电子纸高端显示产业园项目"目前主体项目 均已如期封顶，机电安装进行中，外围道路和绿化施工正在紧锣密鼓推进，新产品已完成客户送 样认证，预计5月投产，第三季度实现满产。 据悉，川奇光电电子纸高端显示产业园项目于2023 年4月下旬开工建设，建设周期约2年，用地约 226亩，在川奇光电现有厂区内配套建设厂房及附属设施约72605平方米，包括4栋主体厂房、1栋 全自动仓库、1栋水池泵房。 芯越微电子材料（嘉兴）有限公司投资3亿元，拟建设功能性微电子材料生产基地，占地约32.5 亩，从事显影液、刻蚀液、光刻胶剥离液、清洗液、抛光液的生产制造，预计达产后年产值约5亿 元。 芯越微电子材料（嘉兴）有限公司主要从事功能性微电子材料（湿电子化学品）研发生产销售， 核心产品应用于高端半导体及面板行业的多个关键工艺，其中显影液、刻蚀 ...