Semiconductor photoresist ikupezeka mwachangu!Japan chivomezi unyolo unyolo zimasonyeza kuti TSMC ndi UMC ndi osakhazikika) chivomezi 213 kumpoto chakum'mawa Japan anachititsa kotunga mwamsanga photoresist, kiyi semiconductor consumable cholamulidwa ndi amalonda Japanese, amene nkhani pafupifupi 80% ya msika.Kupanga ndi katundu wakunja kwa ogulitsa akuluakulu monga Xinyue kudatsekedwa, ndipo Shinyue adalengezanso kutsekedwa kwa mbewuyo.Makampani akuluakulu ophika mkate monga TSMC ndi UMC akulimbikitsa opanga ku Japan kuti afulumizitse kupanga ndi kupereka mwachindunji ku Taiwan, China, motero kufalitsa chiopsezo.

Malinga ndi lipoti la "Economic Day bao" ku Taiwan, chivomezi champhamvu cha 213 kumpoto chakum'mawa kwa Japan chinapangitsa kuti pakhale photoresist, chinthu chofunika kwambiri cha semiconductor cholamulidwa ndi amalonda aku Japan pafupifupi 80% ya msika, kuphatikizapo kusokoneza kupanga ndi kugulitsa kunja. ndi ogulitsa akuluakulu monga Xinyue.Shinyue adalengezanso kutsekedwa kwa chomeracho.Makampani akuluakulu ophika mkate monga TSMC ndi UMC akulimbikitsa opanga ku Japan kuti afulumizitse kupanga ndi kupereka mwachindunji ku Taiwan, China, motero kufalitsa chiopsezo.

Zimamveka kuti photoresist, monga zopangira zogwiritsira ntchito semiconductors, zimakhudza mwachindunji zokolola za mkate ndi khalidwe.Mu Januware 2019, TSMC idagwiritsa ntchito chithunzithunzi chocheperako, zomwe zidapangitsa kuti pafupifupi 100, 000 zowotcha zichotsedwe, zomwe zidakhudza pafupifupi ma yuan mabiliyoni 15 pazachuma, ndikuwunikira kufunikira kwa photoresist pakupanga zopyapyala.Izi zitachitika, TSMC idakulitsa kwambiri zofunika pakuwongolera komanso kupereka zinthu zofunika kwambiri.

Pakalipano, msika wapadziko lonse wa photoresist umayendetsedwa ndi opanga ku Japan, omwe amawerengera 80% ya msika, ndi kusinthasintha kochepa kwamitengo.Pakati pawo, oposa 20% amapangidwa ndi Shinyue, ndipo oposa 50% mwa njira zapamwamba ndi zatsopano zamafakitale a semiconductor ku Taiwan amagwiritsa ntchito mankhwala a Xinyue photoresist.Otsatsa ena odziwika ku Japan akuphatikizapo JSR, Dongying, etc., Sumitomo Chemical ndi Fuji Film nawonso akutenga nawo mbali.

Makampaniwa adanenanso kuti mzere wopanga pambuyo pa chiphaso cha photoresist nthawi zambiri sichisinthidwa kwa chaka chathunthu kuti apewe kuyeretsanso komanso kukhudza kupanga, chifukwa chake sikophweka kusintha pambuyo posankha zinthuzo, ndipo nthawi zambiri amakambitsirana molingana ndi zomwe zimafunidwa. chaka chatha, chifukwa kusintha kukachitika, khalidwe la kupanga lidzakhudzidwa.Posachedwapa, kuperekedwa kwa ma semiconductors sikukwanira, ndipo pamene kuperekedwa kwa photoresist kuli kochepa, kuchepa kwa semiconductors kungakhale koopsa kwambiri.

Chiwembu chofananacho chikubwerezedwa.Vuto la Gulugufe la ku Japan la Earthquake likhoza kukhala ndi mphamvu zambiri.

Monga malo akuluakulu amakono opanga ma semiconductor padziko lonse lapansi, poganizira kuti makampaniwa akukumana ndi vuto lalikulu la kuchepa m'mbiri, zotsatira za gulugufe zomwe zimayambitsidwa ndi Chivomezi cha Japan zikhoza kukhala zotalika kuposa momwe amayembekezera.

Malinga ndi SEMI, makampani aku Japan amakhala pafupifupi 52 peresenti ya msika wapadziko lonse lapansi wa zida za semiconductor komanso pafupifupi 30 peresenti pakupanga zida.Potengera kugawa kwamakampani aku Japan a semiconductor aku Japan, makampani aku Japan a semiconductor amayang'ana kwambiri ku Kanto, Tohoku ndi Kyushu, pomwe Shinyue Chemical, SUMCO, Renesa Electronics, Shexia, Sony ndi zoyambira zina zapakhomo ku Japan ndizopezeka pamwambapa. - madera otchulidwa.

Pa Marichi 11, 2011, kunyanja ya Pacific kumpoto chakum'maŵa kwa Japan kunachitika chivomezi champhamvu, chomwe chinayambitsa tsunami yaikulu yomwe inawononga kwambiri madera a Iwate, Miyagi ndi Fukushima kumpoto chakum'maŵa kwa Japan ndipo inachititsa kuti fakitale ya nyukiliya ya Fukushima Daiichi iwonongeke.Kuzimitsidwa kwamagetsi kwakukulu komwe kudachitika komanso kusokonezeka kwa magalimoto kwakhudza kwambiri kupanga ma semiconductor ku Japan.

Pa nthawiyo, Shinyue Chemical inasiya kupanga pa zomera ziwiri ku Fukushima, zomwe zinali pafupifupi 25 peresenti ya mphamvu ya padziko lonse lapansi panthawiyo;Zomera zisanu ndi ziwiri za Renesas zidatsekedwa kwakanthawi ndipo pafupifupi 40 peresenti ya mphamvu idawonongeka.Toshiba, Fujitsu, TI, pa Senmei ndi ena adakhudzidwanso.Kusokonekera kwa mayendedwe obwera chifukwa cha chivomerezi cha tsunami kudadzetsa chipwirikiti m'mafakitale monga kulanda zinthu ndikukweza mitengo yazinthu zosiyanasiyana, kuphatikiza DRAM, NAND, MCU ndi zina zotero.

Chifukwa cha Chivomezi, zomera zina za mankhwala za Xinyue zayimitsidwa.SUMCO, wopanga wina wophika mkate, amakhala makamaka ku Kyushu, koma ali ndi chomera chankhanza kumpoto chakum'mawa.Renesa Electronics adanena kuti ntchito ya chomera cha Mizawa ndi chomera cha Takazaki sichinakhudzidwe, ndipo chomera cha Ibaraki Naka chinasiya ntchito kwa nthawi yochepa ndipo chinayamba kuyambiranso pang'onopang'ono kupanga njira zopangira kutsogolo pa 16, zomwe zikuyembekezeka kufika patsogolo. -chivomerezi champhamvu mkati mwa sabata.

Zhao Qi gulu la Bank of China Securities linanena pa 18 kuti pakali pano, zotsatira za chivomezi ndi zochepa kwambiri kuposa chivomezi pa March 11, 2011, koma mu nkhani ya padziko lonse semiconductor mphamvu kusowa, chisokonezo anabweretsa Japan chivomezi kuti. unyolo wa mafakitale ukhoza kukulitsa kukanikiza kwa mphamvu, makamaka tchipisi zamagalimoto.

A-magawo makampani okhudzana ndi masanjidwe a photoresist

Kutengera kukula kwa ukadaulo wapakhomo wa photoresist, pakali pano, kuchuluka kwa zoweta za g-line ndi I-line photoresist ndi 20%, za KRF photoresist ndi zosakwana 5%, pomwe ARF photoresist ndioyenera 12-inch. zowonda za silicon zimatengera kutumizidwa kunja, ndipo kukhazikitsidwa kwa photoresist kuli ndi njira yayitali yoti apite, kotero ndikofunikira kwambiri kuti tidutse "kukakamira khosi" chakumbuyo posachedwa.

Jingrui (300655) adalengeza madzulo a Januwale 19th kuti adagula bwino makina a ASMLXT1900G lithography kudzera mwa wotumiza kunja, omwe adatumizidwa ku Suzhou ndipo adasamukira ku labotale yapamwamba kwambiri ya photoresist kafukufuku ndi chitukuko.

Nanda Optoelectronics (300346) yolengezedwa mu Disembala chaka chatha, kampani yocheperako ya Ningbo Nanda Optoelectronics idapanga zopanga za ArF photoresist posachedwa zapambana chiphaso chamakasitomala, kukhala woyamba wojambula wapanyumba wa ArF potsimikizira malonda.

Tongcheng New Materials (603650) adalengeza mu December chaka chatha kuti kampani yake ya Tongcheng Electronics ikukonzekera kuyika ndalama zokwana 569.88 miliyoni za yuan (zomangamanga) kuti amange pulojekiti yapachaka yopanga matani 11000 a semiconductors, photoresist yowonetsera gulu lathyathyathya ndi matani 20, 000 okhudzana. ma reagents ku Shanghai Chemical Industrial Zone, omwe akuyembekezeka kumalizidwa ndikupangidwa kumapeto kwa 2021.

Gwero:Science and Technology Innovation Board Daily he Luheng