Domestic substitution is advancing by leaps and bounds! Photoresist, can usher in the highlight moment?


Release time:

2021-11-12

Recently, there is such a sector in the capital market that has been rising for more than a month. Yes, the author is talking about the photoresist plate, the index rose nearly 20% a month, many players are using a wave of trading to warm investors. Photoresist Plate Gains As an important process in semiconductor processing, lithography accounts for 40-50% of the chip manufacturing time and 30% of its total cost, which can be said to directly determine the feature size of the chip. Photoresist, on the other hand, is a key consumable for lithography, accounting for about 6% of the global wafer manufacturing materials market, showing its importance.

Domestic substitution is advancing by leaps and bounds! Photoresist, can usher in the highlight moment?

Recently, there is such a sector in the capital market that has been rising for more than a month. Yes, the author is talking about the photoresist plate, the index rose nearly 20% a month, many players are using a wave of trading to warm investors.

Photoresist Plate Gains
As an important process in semiconductor processing, lithography accounts for 40-50% of the chip manufacturing time and 30% of its total cost, which can be said to directly determine the feature size of the chip. Photoresist, on the other hand, is a key consumable for lithography, accounting for about 6% of the global wafer manufacturing materials market, showing its importance.
Cost Structure of Materials for Wafer Fabrication
It is also because photoresist is a material with high barriers in chemical materials, it is also known as the "jewel in the crown" of the electronic chemical industry. The next problem is the low localization rate of photoresist. Does the recent surge in the capital market mean that domestic players have some new actions or phased results? I will take you to find out today.