Semiconductor photoresisist ayaa ku jira sahay degdeg ah!Dareen-celinta silsiladda dhulgariirka ee Japan waxay muujinaysaa in TSMC iyo UMC ay sidoo kale nasasho la'aan yihiin) dhulgariirkii 213 ee Waqooyi Bari Japan wuxuu sababay sahayda degdega ah ee sawir-qaadista, oo ah semiconductor-ka muhiimka ah ee ay u badan yihiin ganacsatada Japan, oo xisaabiya ilaa 80% suuqa.Wax soo saarka iyo saadka dibadda ee alaab-qeybiyeyaal waaweyn sida Xinyue waa la xannibay, Shinyue xitaa wuxuu ku dhawaaqay xiritaanka warshadda.Shirkadaha waaweyn ee waferka sida TSMC iyo UMC waxay ku boorinayaan soosaarayaasha Japan inay dardargeliyaan wax soo saarka iyo sahayda tooska ah ee Taiwan, Shiinaha, sidaas darteed faafinta khatarta.

Sida laga soo xigtay warbixin ay soo saartay Taiwan "Maalinta Dhaqaalaha Bao", dhulgariir xooggan oo 213 ah oo ku dhuftay waqooyi-bari Japan ayaa horseeday sahayda degdegga ah ee sawir-qaadista, oo ah semiconductor muhiim ah oo ay ku badan yihiin ganacsatada Japan qiyaastii 80% ee suuqa, oo ay ku jiraan carqaladaynta wax soo saarka iyo sahayda dibedda alaab-qeybiyeyaal waaweyn sida Xinyue.Shinyue xitaa wuxuu ku dhawaaqay xiritaanka warshadda.Shirkadaha waaweyn ee waferka sida TSMC iyo UMC waxay ku boorinayaan soosaarayaasha Japan inay dardargeliyaan wax soo saarka iyo sahayda tooska ah ee Taiwan, Shiinaha, sidaas darteed faafinta khatarta.

Waxaa la fahamsan yahay in sawir-qaadista, oo ah isticmaalka aasaasiga ah ee semiconductors, ay si toos ah u saameynayso wax-soo-saarka wafer iyo tayada.Bishii Janaayo 2019, TSMC waxay adeegsatay iska caabbinta sawir-qaadista oo tayadeedu liidato, taasoo keentay in ku dhawaad ​​100, 000 wafers la tirtiro, taasoo saamaysay ku dhawaad ​​15 bilyan yuan dakhli, taasoo muujinaysa muhiimada sawir-qaadista ee wax soo saarka wafer.Dhacdada ka dib, TSMC waxay si weyn u kordhisay shuruudaha ilaalinta tayada iyo sahayda agabka muhiimka ah.

Waqtigan xaadirka ah, suuqa sawir-qaadista ee caalamiga ah waxaa u badan soosaarayaasha Japan, oo xisaabiya 80% suuqa, oo leh qiimo yar oo isbeddel ah.iyaga ka mid ah, in ka badan 20% waxaa habeeyay Shinyue, iyo in ka badan 50% ee horumarsan iyo hababka cusub ee warshadaha semiconductor ee Taiwan isticmaalaan alaabta photoresist Xinyue ee.Alaab-qeybiyeyaasha kale ee caanka ah ee Japan waxaa ka mid ah JSR, Dongying, iwm., Sumitomo Chemical iyo Fuji Film ayaa sidoo kale si firfircoon uga qayb qaadanaya.

Warshadaha ayaa tilmaamay in line-soo-saarka ka dib markii shahaado photoresist sida caadiga ah aan la beddelin sannad dhan si looga fogaado dib-u-nadiifinta iyo saamaynta wax soo saarka, sidaas darteed ma fududa in la beddelo ka dib marka la go'aansado on alaabta, iyo waxa sida caadiga ah gorgortan sida ay baahida in sannadkii hore, sababtoo ah marka isbeddelku dhaco, tayada wax soo saarka ayaa saameyn doonta.Dhowaan, sahayda semiconductors waxay hoos ugu dhacdaa baahida, iyo maadaama sahayda sawir-qaadista ay gabaabsi tahay, yaraanta semiconductors waxay noqon kartaa mid aad u daran.

Dhagar la mid ah ayaa soo noqnoqda.Saamaynta Balanbaalista Dhulgariirka ee Japan waxa laga yaabaa inay yeelato saamayn fog.

Maaddaama ay tahay meesha ugu weyn ee hadda wax-soo-saarka semiconductor-ka caalamiga ah, iyada oo la tixraacayo in warshaduhu ay wajahayaan dhibaatadii ugu weyneyd ee taariikhda, saamaynta balanbaalista ee uu sababay Dhulgariirkii Japan ayaa laga yaabaa inay ka fogaato sidii la filayay.

Marka loo eego SEMI, shirkadaha Japan waxay ku xisaabtamaan boqolkiiba 52 suuqa agabka qalabka semiconductor iyo qiyaastii 30 boqolkiiba wax soo saarka qalabka.Marka loo eego qaybinta warshadaha semiconductor gudaha Japan, warshadaha semiconductor ee Japan waxay inta badan ku urursan yihiin Kanto, Tohoku iyo Kyushu, halka Shinyue Chemical, SUMCO, Renesa Electronics, Shexia, Sony iyo saldhigyada wax soo saarka gudaha ee Japan ay inta badan ku yaalaan korka -meelaha la sheegay.

March 11, 2011, Dhulgariir xooggan ayaa ka dhacay Badweynta Baasifigga ee waqooyi bari Japan, kaas oo kiciyay tsunami aad u weyn oo sababay khasaare ba'an oo soo gaaray ismaamulada Iwate, Miyagi iyo Fukushima ee waqooyi bari Japan waxaana uu kiciyay daadinta nukliyeerka warshada tamarta Nukliyeerka ee Fukushima Daiichi.Koronto la'aanta baaxadda leh ee ka dhalatay iyo carqaladaynta taraafikada ayaa saameyn weyn ku yeelatay wax soo saarka semiconductor ee Japan.

Waqtigaas, Shinyue Chemical waxay joojisay wax-soo-saarka laba warshadood oo Fukushima ah, taas oo ka dhigan qiyaastii 25 boqolkiiba awoodda waferka caalamiga ah wakhtigaas;toddobo warshadood oo Renesas ah ayaa si ku-meel-gaar ah u xiray wax-soo-saarkii iyadoo qiyaastii 40 boqolkiiba awoodda ay dhaawacday.Toshiba, Fujitsu, TI, on Senmei iyo kuwa kale ayaa sidoo kale la saameeyay.Carqaladeynta silsiladda saadka ee uu sababay tsunami dhulgariirka ayaa kicisay qalalaasaha warshadaha sida alaabada oo la qabsado oo kor loo qaado qiimaha qaybaha kala duwan, oo ay ku jiraan DRAM, NAND, MCU iyo wixii la mid ah.

Saamaynta dhulgariirka, qaar ka mid ah dhirta kiimikada Xinyue waa la hakiyay.SUMCO, wafer-sameeye kale, ayaa inta badan saldhigeedu yahay Kyushu, laakiin waxa ay ku leedahay warshad xun waqooyi-bari.Renesa Electronics ayaa sheegtay in shaqada warshadda Mizawa iyo Takazaki aysan wax saameyn ah ku yeelan, waxaana warshadda Ibaraki Naka ay joojisay shaqada muddo kooban, waxayna billowday inay si tartiib tartiib ah u bilowdo wax soo saarkii hore ee wax soo saarka 16-kii, kaasoo la filayo inuu gaaro ka hor. -Awoodda dhulgariirka toddobaad gudihiis.

Kooxda Zhao Qi ee Bangiga Shiinaha Securities ayaa soo wariyay 18-kii in waqtigan xaadirka ah, saameynta dhulgariirku aad uga yar yahay dhulgariirkii Maarso 11, 2011, laakiin marka la eego macnaha guud ee yaraanta awoodda semiconductor caalami ah, qaska uu keenay Dhulgariirkii Japan Silsiladda warshadaha ayaa laga yaabaa inay sii xumeyso xiisadda awoodda, gaar ahaan chips-yada baabuurta.

Shirkadaha A-share ee la xidhiidha qaabka sawir-qaadista

Iyadoo la raacayo heerka horumarinta tikniyoolajiyada sawir-qaadista gudaha, hadda, heerka isku-filan ee g-line gudaha iyo I-line photoresisist waa 20%, kan KRF photoresist waa wax ka yar 5%, halka ARF photoresist ku habboon 12-inch. Wafers silikoon asal ahaan waxay kuxirantahay soo dejinta, iyo meelaynta sawir-qaadista waxay leedahay waddo dheer oo loo maro, sidaa darteed waa muhiimad weyn in la jebiyo xaalada gadaal ee "qoorta ku dheggan" sida ugu dhakhsaha badan.

Jingrui (300655) ayaa ku dhawaaqay fiidnimadii Janaayo 19-keedii in ay si guul leh u iibsatay mishiinka lithography ASMLXT1900G iyada oo loo marayo wakiilka soo dejinta, kaas oo loo soo raray Suzhou oo si guul leh u soo galay shaybaarka cilmi-baarista ee ugu sarreeya ee shirkadda.

Nanda Optoelectronics (300346) ayaa lagu dhawaaqay bishii Diseembar ee sannadkii hore, Ningbo Nanda Optoelectronics oo hoos yimaada Ningbo Nanda Optoelectronics ayaa si madax-bannaan u horumariyay alaabada sawir-qaadista ee ArF dhawaan si guul leh u gudubtay shahaadada macaamiisha, oo noqotey kii ugu horreeyay ee ArF gudaha gudaha iyada oo loo marayo xaqiijinta alaabta.

Qalabka cusub ee Tongcheng (603650) ayaa ku dhawaaqay bishii December ee sannadkii hore in shirkaddeeda Tongcheng Electronics ay qorsheyneyso inay maalgeliso 569.88 milyan yuan (maalgelinta dhismaha) si loo dhiso mashruuc wax soo saar sanadle ah oo ah 11000 tan oo semiconductors, sawir-qaadis ah oo muujinaya bandhig guri iyo 20,000 oo tan oo la xidhiidha reagents ee Aagga Warshadaha Kiimikada ee Shanghai, kaas oo la filayo in la dhammaystiro oo la geliyo wax soo saarka dhammaadka 2021.

Xigasho:Guddiga Hal-abuurka Sayniska iyo Tignoolajiyada Maalin kasta he Luheng