Semiconductor photoresist iri mukukurumidza kuwanikwa!Japan's Earthquake cheni maitiro anoratidza kuti TSMC neUMC havanawo kuzorora) kudengenyeka kwenyika kwe213 kuNortheast Japan kwakakonzera kupihwa kwekukurumidzira kwephotoresist, kiyi semiconductor consumable inotongwa nevemabhizinesi vekuJapan, iyo inoverengera nezve 80% yemusika.Kugadzirwa uye zvekunze zvekunze nevatengesi vakuru vakaita seXinyue zvakavharwa, uye Shinyue akatozivisa kuvharwa kwechirimwa.Makambani makuru ewafer akadai seTSMC neUMC ari kukurudzira vagadziri veJapan kuti vakurumidze kugadzira uye kupa zvakananga muTaiwan, China, nekudaro vachiparadzira njodzi.

Sekureva kwemushumo weTaiwan's "Economic Day bao", iyo 213 kudengenyeka kwenyika kwakasimba kuchamhembe kwakadziva kumabvazuva kweJapan kwakatungamira kune nekukurumidza kupihwa kwe photoresist, kiyi semiconductor consumable inotongwa nemabhizinesi eJapan munenge 80% yemusika, kusanganisira kukanganisa mukugadzirwa uye mhiri kwemakungwa. nevatengesi vakuru vakaita saXinyue.Shinyue akatozivisa kuvharwa kwechirimwa.Makambani makuru ewafer akadai seTSMC neUMC ari kukurudzira vagadziri veJapan kuti vakurumidze kugadzira uye kupa zvakananga muTaiwan, China, nekudaro vachiparadzira njodzi.

Zvinonzwisiswa kuti photoresist, seyakanyanya kushandiswa yesemiconductors, inokanganisa zvakananga goho rewafer uye mhando.Muna Ndira 2019, TSMC yakashandisa yakaderera photoresist, zvichikonzera kuti angangosvika zviuru zana zvipfure zvakaraswa, zvichikanganisa angangoita mabhiriyoni gumi nemashanu emari mumari, zvichiratidza kukosha kwephotoresist mukugadzira wafer.Mushure mechiitiko ichi, TSMC yakawedzera zvakanyanya zvinodikanwa zvehutongi hwemhando uye kugovera kwezvinhu zvakakosha.

Parizvino, musika wepasi rose wephotoresist unotongwa nevagadziri veJapan, vachiverengera 80% yemusika, paine kushomeka kwemitengo.Pakati pavo, anopfuura makumi maviri muzana akarongedzerwa naShinyue, uye anopfuura makumi mashanu muzana epamberi uye matsva maitiro emafekitori esemiconductor muTaiwan anoshandisa Xinyue's photoresist zvigadzirwa.Vamwe vanozivikanwa vatengesi veJapan vanosanganisira JSR, Dongying, nezvimwewo, Sumitomo Chemical uye Fuji Firimu vari kuitawo basa.

Iyo indasitiri yakaratidza kuti mutsara wekugadzira mushure mefotoresist certification hauwanzo kuchinjwa kwegore rose kudzivirira kucheneswa uye kukanganisa kugadzirwa, saka hazvisi nyore kuchinja mushure mekufunga nezve izvo zvinhu, uye zvinowanzo taurirana zvinoenderana nezvinodiwa mukati. gore rapfuura, nekuti kana shanduko yaitika, mhando yekugadzira inokanganiswa.Munguva pfupi yapfuura, kupihwa kwema semiconductors kunodonha kushomeka, uye sezvo kupihwa kwephotoresist kuri kushomeka, kushomeka kwema semiconductors kunogona kuve kwakanyanya.

Kurongeka kwakafanana kunodzokororwa.Japan's Earthquake Butterfly effect inogona kuve nemhedzisiro inosvika kure.

Senzvimbo yazvino huru yekugadzira semiconductor yepasirese, pasi pefungidziro yekuti indasitiri yakatarisana nedambudziko rakakura rekushomeka munhoroondo, butterfly mhedzisiro yakakonzerwa neKudengenyeka kweJapan inogona kunge iri kure kupfuura zvaitarisirwa.

Sekureva kweSEMI, makambani eJapan anotora chikamu makumi mashanu neshanu muzana chemusika wepasi rose semiconductor zvinhu uye angangoita makumi matatu muzana mukugadzira michina.Kubva pamaonero ekugovaniswa kweindasitiri yemumba semiconductor yeJapan, indasitiri yesemiconductor yeJapan inonyanya kutariswa muKanto, Tohoku neKyushu, nepo Shinyue Chemical, SUMCO, Renesa Electronics, Shexia, Sony uye mamwe mabhesi ekugadzira epamba muJapan anonyanya kuwanikwa mune zviri pamusoro. - nzvimbo dzakatarwa.

Musi waKurume 11, 2011, kudengenyeka kwenyika kwakasimba kwakaitika muPacific Ocean kuchamhembe kwakadziva kumabvazuva kweJapan, kwakakonzera tsunami huru yakakonzera kukuvadzwa kwakaipisisa kuIwate, Miyagi neFukushima prefectures kuchamhembe kwakadziva kumabvazuva kweJapan uye yakakonzera kudonha kwenyukireya paFukushima Daiichi nuclear power plant.Iko kukonzeresa kudzimwa kwemagetsi kwakakura uye kukanganisa kwemigwagwa kwakave nekukanganisa kukuru pakugadzirwa kwesemiconductor muJapan.

Panguva iyoyo, Shinyue Chemical yakamisa kugadzirwa pazvidyarwa zviviri muFukushima, zvichitora chikamu che25 muzana chepasi rose chewafa panguva iyoyo;zvinomwe zveRenesas zvidyarwa zvakavharwa kwenguva pfupi kugadzirwa uye inenge 40 muzana yehuwandu yakakanganiswa.Toshiba, Fujitsu, TI, paSenmei nevamwe vakabatwawo.Kuvhiringwa kweketani yekugovera kwakakonzerwa neKudengenyeka kwenyika tsunami kwakakonzera mhirizhonga mumaindasitiri akadai sekutora zvinhu uye kukwidza mitengo yezvinhu zvakasiyana siyana, zvinosanganisira DRAM, NAND, MCU zvichingodaro.

Pasi pesimba reKudengenyeka, mamwe makemikari eXinyue akamiswa.SUMCO, mumwe mugadziri wewafer, anonyanya kugara muKyushu, asi ane miser chirimwa kuchamhembe kwakadziva kumabvazuva.Renesa Electronics yakataura kuti kushanda kwechirimwa cheMizawa neTakazaki plant hakuna kukanganiswa, uye Ibaraki Naka plant yakamisa basa kwenguva pfupi uye yakatanga kutanga zvishoma nezvishoma kuenderera mberi kwekugadzirwa kwekugadzirwa kwekugadzira musi wa16, iyo inotarisirwa kusvika kune pre. -kudengenyeka kwepasi mukati mevhiki.

Zhao Qi timu yeBank of China Securities yakashuma musi wa18 kuti pari zvino, kukanganisa kweKudengenyeka kwenyika kudiki pane kweKudengenyeka kwemusi waKurume 11, 2011, asi mumamiriro ekushomeka kwepasi rose semiconductor kugona, mhirizhonga yakaunzwa neKudengenyeka kweJapan. iyo maindasitiri cheni inogona kuwedzera kusimba kwesimba, kunyanya emota machipisi.

A-share makambani ane chekuita nekurongeka kwephotoresist

Zvichienderana nedanho rekusimudzira tekinoroji yefotoresist tekinoroji, parizvino, iyo yekuzvimiririra yega yega g-line uye I-line photoresist i20%, iyo yeKRF photoresist isingasviki 5%, nepo ARF photoresist inokodzera gumi nemaviri-inch. silicon wafers zvinoenderana nekunze kwenyika, uye iyo yenzvimbo yephotoresist ine nzira refu yekuenda, saka zvakakosha zvikuru kupaza nekumashure mamiriro e "kunamatira mutsipa" nekukurumidza sezvinobvira.

Jingrui (300655) akazivisa manheru emusi wa19 Ndira kuti akabudirira kutenga ASMLXT1900G lithography muchina kuburikidza neagent agent, iyo yakatumirwa kuSuzhou uye yakabudirira kutamira mukambani yepamusoro-yekupedzisira photoresist research and development laboratory.

Nanda Optoelectronics (300346) yakaziviswa muna Zvita gore rapfuura, imwe kambani Ningbo Nanda Optoelectronics yakazvimiririra yakagadzira ArF photoresist zvigadzirwa nguva pfupi yadarika yakapasa chitupa chevatengi, ikava yekutanga yepamba ArF photoresist kuburikidza nechigadzirwa chekuongorora.

Tongcheng New Materials (603650) yakazivisa muna Zvita gore rapfuura kuti inotsigira Tongcheng Electronics inoronga kudyara 569.88 miriyoni yuan (yekuvaka investment) kuvaka gore negore chirongwa chekugadzira 11000 matani esemiconductors, photoresist yeflat panel kuratidza uye zviuru makumi maviri zvematani ane hukama. reagents muShanghai Chemical Industrial Zone, inotarisirwa kupedzwa uye kuiswa mukugadzirwa mukupera kwa2021.

Kwakabva:Sainzi neTekinoroji Innovation Board Daily iye Luheng