Semiconductor photoresist yana cikin wadata cikin gaggawa!Halin sarkar girgizar kasa ta Japan ya nuna cewa TSMC da UMC suma ba su da hutawa) girgizar kasa ta 213 a Arewa maso Gabashin Japan ta haifar da samar da kayan gaggawa na daukar hoto, wani mahimmin mai sarrafa na'ura wanda 'yan kasuwar Japan ke mamayewa, wanda ke da kusan kashi 80% na kasuwa.An toshe samarwa da kayayyaki zuwa kasashen waje daga manyan masu samar da kayayyaki irin su Xinyue, har ma Shinyue ya sanar da rufe kamfanin.Manyan kamfanonin wafer kamar TSMC da UMC suna kira ga masana'antun Japan da su hanzarta samarwa da samarwa kai tsaye a Taiwan, China, don haka yada haɗarin.

A cewar wani rahoto na "Ranar Tattalin Arziki na Bao" na Taiwan, girgizar kasa mai karfi 213 a arewa maso gabashin Japan ta haifar da samar da kayan gaggawa na photoresisist, wani mahimmin mai sarrafa na'ura wanda 'yan kasuwa na Japan suka mamaye kusan kashi 80% na kasuwa, ciki har da rushewa a cikin samarwa da wadata a ketare. ta manyan masu samar da kayayyaki irin su Xinyue.Shinyue har ma ya sanar da rufe masana'antar.Manyan kamfanonin wafer kamar TSMC da UMC suna kira ga masana'antun Japan da su hanzarta samarwa da samarwa kai tsaye a Taiwan, China, don haka yada haɗarin.

An fahimci cewa photoresist, a matsayin ainihin abubuwan da ake amfani da su na semiconductor, kai tsaye yana rinjayar yawan amfanin wafer da inganci.A watan Janairun 2019, TSMC ta yi amfani da rashin ingancin hoto, wanda ya haifar da wargajewar wafers kusan 100,000, wanda ya shafi kusan yuan biliyan 15 na kudaden shiga, wanda ke nuna mahimmancin hana daukar hoto wajen samar da wafer.Bayan abin da ya faru, TSMC ya haɓaka buƙatun don kula da inganci da samar da kayan mahimmanci.

A halin yanzu, masana'antun kasar Japan sun mamaye kasuwar daukar hoto ta duniya, wanda ke da kashi 80% na kasuwa, tare da 'yan canjin farashi.Daga cikin su, fiye da 20% suna shirya ta Shinyue, kuma fiye da 50% na ci-gaba da kuma sabon matakai na semiconductor masana'antu a Taiwan amfani da Xinyue ta photoresist kayayyakin.Sauran sanannun masu samar da kayayyaki na Japan sun haɗa da JSR, Dongying, da sauransu, Sumitomo Chemical da Fuji Film suma suna da hannu sosai.

Masana'antu sun nuna cewa layin samarwa bayan takaddun shaida na photoresist yawanci ba a canza shi ba har tsawon shekara guda don guje wa sake tsaftacewa da kuma shafar samarwa, don haka ba shi da sauƙin canzawa bayan yanke shawarar kayan, kuma yawanci ana tattaunawa bisa ga buƙata a cikin shekarar da ta gabata, domin da zarar sauyin ya faru, ingancin samar da kayayyaki zai yi tasiri.Kwanan nan, samar da semiconductors ya ragu da buƙatu, kuma yayin da samar da photoresisist ke cikin ƙarancin wadata, ƙarancin semiconductor na iya zama mai tsanani.

Ana maimaita irin wannan makirci.Tasirin bala'in bala'in girgizar ƙasa na Japan na iya yin tasiri mai nisa.

A matsayinsa na babban wurin kera na'urorin sarrafa na'urori na duniya a halin yanzu, bisa la'akari da cewa masana'antar na fuskantar matsalar karancin abinci a tarihi, tasirin malam buɗe ido da girgizar ƙasar Japan ta haifar na iya yin nisa fiye da yadda ake tsammani.

A cewar SEMI, kamfanonin Japan suna da kusan kashi 52 cikin 100 na kasuwannin kayan aikin semiconductor na duniya da kusan kashi 30 cikin ɗari na kera kayan aiki.Daga hangen nesa na rarraba masana'antar semiconductor na cikin gida na Japan, masana'antar semiconductor ta Japan ta fi mayar da hankali ne a Kanto, Tohoku da Kyushu, yayin da Shinyue Chemical, SUMCO, Renesa Electronics, Shexia, Sony da sauran sansanonin samar da gida a Japan galibi suna cikin sama. - wuraren da aka ambata.

A ranar 11 ga Maris, 2011, wata girgizar kasa mai karfi ta afku a tekun Pasific na arewa maso gabashin Japan, wanda ya haddasa mummunar girgizar kasa da ta haifar da mummunar barna a yankunan Iwate, Miyagi da Fukushima a arewa maso gabashin Japan, kuma ta haifar da kwararar nukiliya a tashar makamashin nukiliya ta Fukushima Daiichi.Sakamakon babban katsewar wutar lantarki da tarwatsewar zirga-zirgar ababen hawa sun yi tasiri sosai kan samar da na'urorin sarrafa na'urori a Japan.

A wancan lokacin, Shinyue Chemical ya dakatar da samarwa a wasu masana'antu biyu a Fukushima, wanda ya kai kusan kashi 25 cikin 100 na karfin wafer na duniya a wancan lokacin;Bakwai bakwai na Renesas sun rufe samarwa na ɗan lokaci kuma kusan kashi 40 na ƙarfin ƙarfin ya lalace.Toshiba, Fujitsu, TI, kan Senmei da sauran su ma abin ya shafa.Rugujewar sarkar samar da kayayyaki da girgizar kasar ta tsunami ta haifar ya haifar da rudani a masana'antu kamar kwace kayan aiki da kuma kara farashin kayayyaki iri-iri, da suka hada da DRAM, NAND, MCU da dai sauransu.

Karkashin tasirin girgizar kasa, an dakatar da wasu masana'antar sinadarai ta Xinyue.SUMCO, wani mai yin wafer, galibi yana cikin Kyushu, amma yana da shukar zullumi a arewa maso gabas.Kamfanin Renesa Electronics ya bayyana cewa, aikin kamfanin na Mizawa da Takazaki bai shafa ba, kuma kamfanin na Ibaraki Naka ya dakatar da aiki na wani dan lokaci kadan, kuma a hankali ya fara ci gaba da samar da masana'antu na gaba a ranar 16 ga wata, wanda ake sa ran zai kai ga matakin farko. - karfin girgizar kasa a cikin mako guda.

Tawagar Zhao Qi na asusun ajiyar banki na kasar Sin ta ba da rahoto a ran 18 ga wata cewa, a halin yanzu, tasirin girgizar kasar ya yi kadan fiye da na girgizar kasar da aka yi a ranar 11 ga Maris, 2011, amma bisa yanayin karancin na'urori masu sarrafa na'urori a duniya, hargitsin da girgizar kasar Japan ta haifar. sarkar masana'antu na iya kara tsananta tashin hankali, musamman guntuwar kera motoci.

Kamfanoni na A-share masu alaƙa da shimfidar hoto na hoto

Dangane da matakin haɓaka fasahar fasahar hoto na gida, a halin yanzu, ƙimar dogaro da kai na gida g-line da I-line photoresist shine 20%, na KRF photoresist bai wuce 5% ba, yayin da ARF photoresist dace da 12-inch. Silicone wafers m ya dogara da shigo da kaya, kuma ganowar photoresist yana da hanya mai nisa a gaba, don haka yana da matukar muhimmanci a karya ta cikin yanayin baya na "manne wuya" da wuri-wuri.

Jingrui (300655) ta sanar a yammacin ranar 19 ga watan Janairu cewa ta samu nasarar siyan injin lithography na ASMLXT1900G ta hanyar wani wakili mai shigo da kaya, wanda aka tura zuwa Suzhou kuma cikin nasara ya koma cikin babban dakin binciken hoto da ci gaba na kamfanin.

Nanda Optoelectronics (300346) sanar a watan Disamba bara, reshen Ningbo Nanda Optoelectronics da kansa ɓullo da ArF photoresist kayayyakin kwanan nan samu nasarar wuce abokin ciniki takardar shaida, zama na farko cikin gida ArF photoresist ta samfurin tabbaci.

Kamfanin Tongcheng New Materials (603650) ya sanar a watan Disambar bara cewa, reshensa na Tongcheng Electronics yana shirin zuba jarin Yuan miliyan 569.88 (zuba jarin gine-gine) don gina aikin samar da tan 11000 na semiconductor na shekara-shekara, mai daukar hoto don nunin lebur da tan 20,000 masu alaka. reagents a yankin masana'antar sinadarai ta Shanghai, wanda ake sa ran kammalawa kuma a sanya shi cikin samarwa a ƙarshen 2021.

Source:Hukumar Ƙirƙirar Kimiyya da Fasaha Daily he Luheng