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固态电池量产,捷径来自半导体?
高工锂电· 2025-09-26 10:43
倒计时53天 2025(第十五届)高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位: 高工锂电、高工产研(GGII) 协办单位: 卡洛维德 总冠名: 海目星激光 年会特别赞助: 大族锂电 半导体产业数十年来积累的精密制造工艺、材料科学和品质控制体系,正悄然成为下一代固态电池 技术突破的关键推动力。 这并非简单的跨界,而是一场基于底层技术逻辑的必然趋同。 从晶圆厂的真空薄膜沉积到电池产线的微米级涂层,从芯片封装的超薄铜箔到固态电解质的集流 体,两个看似遥远的领域,正在设备和材料两端找到共同的语言。 这背后的核心逻辑,正如海目星激光董事长赵盛宇博士所指出的,是固态电池的"半导体化、薄膜 化与微纳结构化"。 他认为,这条路径是解决固态电池核心挑战——即固-固界面稳定性——的终极有效路径。 具体来看,传统锂电池的"涂布-辊压"湿法工艺,在追求更高能量密度与绝对安全的固态电池面 前,其精度与一致性已显得力不从心。 专场冠名: 英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助: 思客琦 时间&地点: 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作: 陈女士 1356073 ...
拓荆科技——踏遍荆棘冲破国际巨头垄断
证券时报· 2025-06-24 23:50
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].
拓荆科技—— 踏遍荆棘冲破国际巨头垄断
Zheng Quan Shi Bao· 2025-06-24 18:42
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].