Semiconductor photoresist yog nyob rau hauv cov khoom ceev!Nyiv av qeeg cov tshuaj tiv thaiv qhia tau tias TSMC thiab UMC tseem nyob tsis tswm) 213 av qeeg nyob rau sab qaum teb Nyij Pooj tau ua rau muaj kev kub ntxhov ntawm photoresist, ib qho tseem ceeb semiconductor consumable dominated Japanese businessmen, uas suav txog li 80% ntawm lub khw.Kev tsim khoom thiab cov khoom siv txawv teb chaws los ntawm cov neeg xa khoom loj xws li Xinyue raug thaiv, thiab Shinyue txawm tshaj tawm tias yuav kaw cov nroj tsuag.Cov tuam txhab loj wafer xws li TSMC thiab UMC tau hais kom cov tuam txhab Nyij Pooj kom nrawm ntau lawm thiab xa khoom ncaj qha hauv Taiwan, Tuam Tshoj, yog li nthuav tawm qhov kev pheej hmoo.

Raws li tsab ntawv ceeb toom los ntawm Taiwan's "Economic Day bao", 213 lub zog av qeeg nyob rau sab qaum teb Nyij Pooj tau ua rau cov khoom siv hluav taws xob sai sai, cov khoom siv hluav taws xob tseem ceeb uas tau tswj hwm los ntawm cov neeg lag luam Nyij Pooj hauv thaj tsam li 80% ntawm kev ua lag luam, suav nrog kev cuam tshuam ntawm kev tsim khoom thiab cov khoom siv txawv teb chaws. los ntawm cov chaw muag khoom loj xws li Xinyue.Shinyue txawm tshaj tawm qhov kev kaw ntawm cov nroj tsuag.Cov tuam txhab loj wafer xws li TSMC thiab UMC tau hais kom cov tuam txhab Nyij Pooj kom nrawm ntau lawm thiab xa khoom ncaj qha hauv Taiwan, Tuam Tshoj, yog li nthuav tawm qhov kev pheej hmoo.

Nws tau nkag siab tias photoresist, raws li cov khoom tseem ceeb ntawm semiconductors, ncaj qha cuam tshuam rau wafer tawm los thiab zoo.Thaum Lub Ib Hlis Ntuj xyoo 2019, TSMC tau siv cov photoresist tsis zoo, ua rau ze li ntawm 100, 000 wafers scrapped, cuam tshuam ze li ntawm 15 billion yuan hauv cov nyiaj tau los, qhia txog qhov tseem ceeb ntawm photoresist hauv wafer ntau lawm.Tom qab qhov xwm txheej, TSMC tau nce ntau qhov yuav tsum tau muaj rau kev tswj xyuas kom zoo thiab muab cov khoom tseem ceeb.

Tam sim no, lub ntiaj teb no photoresist kev ua lag luam yog dominated los ntawm Japanese manufacturers, accounting rau 80% ntawm kev ua lag luam, nrog ob peb tus nqi hloov.Ntawm lawv, ntau dua 20% yog npaj los ntawm Shinyue, thiab ntau dua 50% ntawm cov txheej txheem siab heev thiab tshiab ntawm cov chaw tsim khoom semiconductor hauv Taiwan siv Xinyue's photoresist khoom.Lwm cov neeg lag luam Japanese paub zoo xws li JSR, Dongying, thiab lwm yam, Sumitomo Chemical thiab Fuji Film kuj koom tes nrog.

Kev lag luam taw qhia tias cov kab ntau lawm tom qab ntawv pov thawj photoresist feem ntau tsis hloov pauv rau ib xyoos kom tsis txhob rov ua dua thiab cuam tshuam rau kev tsim khoom, yog li nws tsis yooj yim los hloov tom qab txiav txim siab txog cov khoom siv, thiab feem ntau yog sib tham raws li qhov xav tau hauv xyoo dhau los, vim tias ib zaug qhov kev hloov pauv tshwm sim, qhov kev tsim khoom zoo yuav raug cuam tshuam.Tsis ntev los no, cov khoom ntawm semiconductors poob qis ntawm kev thov, thiab vim tias cov khoom siv photoresist tsis txaus, qhov tsis txaus ntawm cov khoom siv hluav taws xob tuaj yeem ua rau hnyav dua.

Ib zaj dab neeg zoo sib xws yog rov ua dua.Nyiv av qeeg npauj npaim cuam tshuam yuav muaj kev cuam tshuam loj heev.

Raws li tam sim no qhov chaw tseem ceeb ntawm kev tsim khoom lag luam thoob ntiaj teb semiconductor, nyob rau hauv qhov kev pom zoo tias kev lag luam tab tom ntsib qhov teeb meem tsis txaus loj tshaj plaws hauv keeb kwm, npauj npaim cuam tshuam los ntawm Nyiv Av qeeg yuav muaj ntau tshaj li qhov xav tau.

Raws li SEMI, cov tuam txhab Nyij Pooj suav txog li 52 feem pua ​​​​ntawm cov khoom lag luam thoob ntiaj teb semiconductor thiab kwv yees li 30 feem pua ​​​​hauv kev tsim khoom.Los ntawm qhov kev xav ntawm kev faib khoom ntawm Nyiv lub domestic semiconductor kev lag luam, Nyiv lub semiconductor kev lag luam feem ntau yog concentrated nyob rau hauv Kanto, Tohoku thiab Kyushu, thaum Shinyue Chemical, SUMCO, Renesa Electronics, Shexia, Sony thiab lwm yam domestic ntau lawm puag nyob rau hauv Nyiv yog mas nyob rau hauv lub saum toj no. - hais txog thaj chaw.

Thaum Lub Peb Hlis 11, 2011, av qeeg muaj zog tau tshwm sim hauv Dej Hiav Txwv Pacific ntawm sab qaum teb Nyij Pooj, ua rau muaj tsunami loj heev uas ua rau muaj kev puas tsuaj loj rau Iwate, Miyagi thiab Fukushima prefectures nyob rau sab qaum teb Nyij Pooj thiab ua rau muaj hluav taws xob tawm ntawm Fukushima Daiichi nuclear fais fab nroj tsuag.Qhov tshwm sim loj-loj hluav taws xob hluav taws xob thiab kev cuam tshuam kev lag luam tau muaj kev cuam tshuam loj rau kev tsim khoom semiconductor hauv Nyiv.

Lub sijhawm ntawd, Shinyue Chemical tau nres ntau lawm ntawm ob tsob nroj hauv Fukushima, suav txog li 25 feem pua ​​​​ntawm lub ntiaj teb wafer peev thaum lub sijhawm ntawd;xya Renesas cov nroj tsuag tau kaw ib ntus thiab kwv yees li 40 feem pua ​​​​ntawm cov peev txheej tau raug puas tsuaj.Toshiba, Fujitsu, TI, ntawm Senmei thiab lwm tus kuj raug cuam tshuam.Cov saw hlau cuam tshuam los ntawm av qeeg tsunami ua rau muaj kev kub ntxhov hauv kev lag luam xws li kev rub cov khoom siv thiab thawb tus nqi ntawm ntau yam khoom, suav nrog DRAM, NAND, MCU thiab lwm yam.

Raws li kev cuam tshuam ntawm Av qeeg, qee qhov Xinyue tshuaj nroj tsuag tau raug tshem tawm.SUMCO, lwm lub tuam txhab wafer, feem ntau yog nyob hauv Kyushu, tab sis muaj cov nroj tsuag tsis zoo nyob rau sab qaum teb sab hnub tuaj.Renesa Electronics tau hais tias kev ua haujlwm ntawm Mizawa cog thiab Takazaki tsob nroj tsis cuam tshuam, thiab Ibaraki Naka tsob nroj tau nres ua haujlwm rau lub sijhawm luv luv thiab pib maj mam rov pib ua ntej-kawg cov txheej txheem tsim khoom nyob rau hnub 16, uas xav tias yuav ncav cuag ua ntej. - av qeeg muaj peev xwm nyob rau hauv ib lub lis piam.

Zhao Qi pab pawg ntawm Bank of China Securities tau tshaj tawm rau hnub tim 18 tias tam sim no, qhov cuam tshuam ntawm Av qeeg me me dua li av qeeg thaum Lub Peb Hlis 11, 2011, tab sis nyob rau hauv cov ntsiab lus ntawm lub ntiaj teb semiconductor muaj peev xwm tsis txaus, kev cuam tshuam los ntawm Nyiv av qeeg rau. cov saw hlau ua lag luam tuaj yeem ua rau lub peev xwm nruj, tshwj xeeb tshaj yog cov chips tsheb.

A-sib koom tuam txhab uas muag hais txog cov layout ntawm photoresist

Raws li txoj kev loj hlob theem ntawm domestic photoresist technology, tam sim no, tus kheej txaus tus nqi ntawm domestic g-line thiab I-line photoresist yog 20%, uas ntawm KRF photoresist yog tsawg dua 5%, thaum ARF photoresist haum rau 12-nti. silicon wafers yeej yog nyob ntawm kev xa khoom, thiab cov chaw hauv cheeb tsam ntawm photoresist muaj txoj hauv kev mus ntev, yog li nws yog qhov tseem ceeb heev kom tawg los ntawm lub xeev rov qab ntawm "lub caj dab" kom sai li sai tau.

Jingrui (300655) tshaj tawm rau yav tsaus ntuj ntawm Lub Ib Hlis 19th tias nws tau ua tiav yuav ib lub tshuab ASMLXT1900G lithography los ntawm tus neeg sawv cev ntshuam, uas tau raug xa mus rau Suzhou thiab ua tiav tau tsiv mus rau hauv lub tuam txhab high-end photoresist kev tshawb fawb thiab kev loj hlob kuaj.

Nanda Optoelectronics (300346) tshaj tawm nyob rau lub Kaum Ob Hlis xyoo tas los, cov chaw muag khoom Ningbo Nanda Optoelectronics ntawm nws tus kheej tsim ArF photoresist cov khoom tsis ntev los no tau ua tiav cov neeg siv khoom pov thawj, dhau los ua thawj lub tsev ArF photoresist los ntawm cov khoom pov thawj.

Tongcheng Cov Khoom Siv Tshiab (603650) tshaj tawm thaum Lub Kaum Ob Hlis xyoo tas los tias nws cov chaw muag khoom Tongcheng Electronics npaj nqis peev 569.88 lab yuan (tsim peev) los tsim ib qho kev tsim khoom txhua xyoo ntawm 11000 tons ntawm semiconductors, photoresist rau vaj huam sib luag vaj huam sib luag thiab 20, 000 tons ntawm lwm yam. reagents nyob rau hauv Shanghai Chemical Industrial Zone, uas yuav tsum ua kom tiav thiab muab tso rau hauv kev tsim khoom los ntawm qhov kawg ntawm 2021.

Qhov chaw:Science thiab Technology Innovation Board Txhua hnub nws Luheng