点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 行业|深度|研究报告 2025年7月14日 光刻机行业深度:核心技术、竞争格局、国 产 替代及相关公司深度梳理 光刻机是芯片制程核心设备。光刻工艺是对光刻胶进行曝光和显影形成三维光刻胶图形的过程,直接决 定了集成电路制造的微细化水平。全球晶圆厂设备开支保持强劲,光刻机需求持续提升。目前 ASML、 Nikon 和 Canon 长期占据主要市场,ASML 龙头地位稳固,光刻机国产化需求迫切。我国光刻技术与全 球先进水平存在较大差距,大基金三期将重点扶持本土企业和关键技术瓶颈领域的项目,国内光刻机相 关公司有望受益。 围绕光刻机行业,下面我们从光刻机相关原理、核心技术与部件、发展现状、驱动因素、国产替代相关 情况及相关公司等方面进行深度梳理,希望帮助大家更多了解光刻机。 目录 | 一、光刻机概述 | | --- | | 二、光刻机核心技术及市场空间 | | 三、光刻机市场格局分析 | | 四、光刻机发展现状及驱动因素 | | 五、光刻机国产替代势在必行 | | 六、国内相关公司 ··············· ...

阿斯麦(ASML.US) 于北京时间 2025 年 7 月 16 日下午的美股盘前发布了 2025 年第二季度财报（截止 2025 年 6 月），要点如下： 1、收入&毛利率：a）本季度收入 77 亿欧元，同比增长 23.2%，市场预期（75 亿欧元） 。同比增长来源于，公司本季度确认了 1 台 High NA EUV 的收入以及安 装升级服务收入的提升。 b）本季度毛利率 53.7%，超公司指引（50-52%），主要是服务类占比提升，对整体毛利率有结构性提振的影响， 以及关税的负面影响 也弱于预期 。 2、费用端及利润 ： 公司研发费用和销售管理费用都保持相对平稳 ，公司本季度实现净利润为 23 亿欧，同比增长 45%，主要受收入和毛利率的增长带动。公司本 季度净利率为 30%。 | (in EUR €1 million) | | | | | ASML (ASML.O) 2Q25 Financial Performance | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

Core Insights - Microchip Technology has achieved significant milestones in its Radiation-Tolerant (RT) PolarFire technology, including MIL-STD-883 Class B and QML Class Q qualifications for the RT PolarFire RTPF500ZT FPGA and the availability of engineering samples for the RT PolarFire System-on-Chip (SoC) FPGA, highlighting over 60 years of space heritage and commitment to high-reliability technology [1][4][6] Group 1: Product Achievements - The RT PolarFire RTPF500ZT FPGA has received MIL-STD-883 Class B and QML Class Q qualifications, which are critical for high-reliability applications in space and defense [1][2] - Engineering samples of the RT PolarFire SoC FPGA are now available, integrating a RISC-V-based microprocessor subsystem with a flight-proven FPGA architecture, suitable for central satellite processing and avionics [4][5] Group 2: Technical Advantages - RT PolarFire devices utilize nonvolatile technology, making them immune to radiation-induced configuration memory upsets, which reduces system complexity and overall costs [3] - These FPGAs consume up to 50% less power than mid-range SRAM-based alternatives, allowing satellite designers to optimize Size, Weight, and Power (SWaP) without compromising reliability [3] Group 3: Industry Positioning - Microchip Technology has a strong track record in supporting critical space missions, emphasizing its commitment to stringent quality standards and long-term product reliability [4][6] - The company is well-positioned to meet the evolving needs of modern space systems, focusing on higher performance, increased logic density, and robust security [4][6] Group 4: Development Support - RT PolarFire devices are supported by the Libero SoC Design Suite, which includes a comprehensive IP library and development resources tailored for space applications [5] - Development kits and hardware platforms are available to facilitate rapid prototyping and system integration, enabling efficient deployment of mission-critical space systems [5]

精英计划-人才需求 | 万华化学 【SynBioCon】 获 悉， 近期，万华化学发布，面向全球招聘顶尖专家人才。 从招聘的方向来看，涉及十大领域：1. 包装材料 、2.PVC、3. ePTFE膜材料、4. 生物制造膜产品 、5. 高端 光学膜、6. 聚烯烃薄膜、7. 合成生物学 、8. 电解槽及电极、9. 正负极产品、10. 电池材料。 以下是生物基和合成生物学相关领域情况： 1. 包装材料： 生物降解材料成亮点 万华不仅提供传统聚烯烃薄膜方案（如LDPE, HDPE, EVOH, COCs, m-PE），更重点布局了全生物降解包装 解决方案。 其PBAT系列产品已覆盖多种应用场景： 热收缩膜 (TF2001 NL)、缓冲气泡膜 (TF2001 M04A)、缓冲气垫膜 (TF2003 M04BU)、缓冲气柱膜 (TF2001 M02A)。 4. 生物制造分离纯化膜材料： 降本增效的关键 分离纯化是生物制造（如生物基化学品、燃料、材料单体生产）中成本最高（占50%-80%）、难度最大的 环节。 高效分离膜是解决这一痛点的核心。 万华化学正积极开发微滤(MF)、纳滤(NF)、超滤(UF)、反渗透(RO)膜及中空 ...

Microchip (MCHP) 2025 Conference June 10, 2025 09:45 AM ET Speaker0 Okay. Good morning, everybody. Thank you for joining us at the Mizuho Tech Conference today. I'm Vijay Rakesh, senior semis analyst for Mizuho. Joining me today is Richard Simonsik, chief operating officer at at Microchip. Just to give a little background, Richard joined Microchip in 1989, became COO in April of twenty twenty four. Mister Simon Sikh oversees Microchip's worldwide operations and is leading the company's AI related efforts. H ...

Core Insights - Microchip Technology is launching PolarFire® Core FPGAs and SoCs to address rising Bill of Material (BOM) costs, optimizing performance and budgets for developers [1][3] - The new PolarFire Core devices can reduce customer costs by up to 30% by eliminating integrated serial transceivers while maintaining low power consumption and high reliability [1][2] Product Features - PolarFire Core families are designed for various markets including automotive, industrial automation, medical, communication, defense, and aerospace, featuring Single Event Upset (SEU) immunity and a quad-core, 64-bit RISC-V® microprocessor [2] - The devices are pin-to-pin compatible with the full line of PolarFire FPGAs, enhancing value for cost-sensitive applications [2] Market Context - The FPGA market is facing challenges as many manufacturers have raised prices, prompting OEMs to seek cost-effective solutions [3] - Microchip's PolarFire Core devices are positioned to provide market-leading solutions at favorable price points, addressing both price and power budget challenges [3] Development Support - PolarFire Core devices are supported by Microchip's Libero® SoC Design Suite, SmartHLS™ compiler, and VectorBlox™ Accelerator SDK, facilitating rapid RISC-V application development [4] - Compatibility with existing PolarFire FPGA and SoC development boards is emphasized to expedite silicon development [4] Availability - Information regarding pricing and purchasing can be obtained through Microchip sales representatives or their official website [5]

Core Insights - Elbit Systems reported strong financial results for Q1 2025, with revenues of $1.9 billion, a 22% increase from Q1 2024, and a GAAP net income of $107.1 million, reflecting a significant growth trend in the defense sector due to increased global demand [1][3][10]. Financial Performance - Revenues for Q1 2025 were $1,895.8 million, compared to $1,554.0 million in Q1 2024, marking a 22% increase [4]. - GAAP gross profit was $454.3 million (24.0% of revenues) in Q1 2025, slightly down from $374.1 million (24.1% of revenues) in Q1 2024 [6]. - Non-GAAP gross profit for Q1 2025 was $460.6 million (24.3% of revenues), compared to $383.4 million (24.7% of revenues) in Q1 2024 [6]. - GAAP operating income increased to $149.7 million (7.9% of revenues) in Q1 2025 from $105.4 million (6.8% of revenues) in Q1 2024 [8]. - Non-GAAP operating income rose to $165.1 million (8.7% of revenues) in Q1 2025, up from $121.6 million (7.8% of revenues) in Q1 2024 [8]. - GAAP net income attributable to shareholders was $107.1 million (5.6% of revenues) in Q1 2025, compared to $73.7 million (4.7% of revenues) in Q1 2024 [10]. - Non-GAAP net income attributable to shareholders was $117.2 million (6.2% of revenues) in Q1 2025, up from $80.7 million (5.2% of revenues) in Q1 2024 [10]. - GAAP diluted earnings per share were $2.35 in Q1 2025, compared to $1.65 in Q1 2024 [11]. Order Backlog and Cash Flow - The order backlog as of March 31, 2025, totaled $23.1 billion, a 14% increase from Q1 2024 [12]. - Free cash flow generated during the quarter was $161 million [3]. - Cash flow from operating activities was $183.6 million in Q1 2025, compared to cash flow used in operating activities of $6.4 million in Q1 2024 [13]. Segment Performance - Aerospace revenues increased by 20% in Q1 2025, driven by higher Precision Guided Munition sales [5]. - C4I and Cyber revenues grew by 12%, primarily due to sales of radio systems and command and control systems [5]. - Land revenues surged by 48%, attributed to ammunition and munition sales [5]. - Elbit Systems of America revenues rose by 18%, reflecting increased sales in Warfighters systems and medical instrumentation [5]. Market Context - The ongoing "Swords of Iron" war has led to a material increase in demand for Elbit Systems' products from the Israel Ministry of Defense [13][14]. - The company is well-positioned to benefit from increasing defense budgets globally, particularly in Europe [3]. Dividend Declaration - The Board of Directors declared a dividend of $0.60 per share, with a record date of June 24, 2025, and payment scheduled for July 7, 2025 [18].