I-Semiconductor photoresist ifumaneka ngokukhawuleza!Ukusabela kwekhonkco lokuzamazama komhlaba kweJapan kubonisa ukuba i-TSMC kunye ne-UMC nazo aziphumli) inyikima ye-213 yaseNyakatho-mpuma yeJapan yabangela unikezelo olungxamisekileyo lwe-photoresist, i-semiconductor engundoqo esetyenziswayo elawulwa ngoosomashishini baseJapan, i-akhawunti malunga ne-80% yemarike.Imveliso kunye nokuhanjiswa kwempahla phesheya ngababoneleli abakhulu abanje ngeXinyue kuvaliwe, kwaye uShinyue wade wabhengeza ukuvalwa komzimveliso.Iinkampani ezinkulu ze-wafer ezifana ne-TSMC kunye ne-UMC zibongoza abavelisi baseJapan ukuba bakhawulezise imveliso kunye nokubonelela ngokuthe ngqo eTaiwan, eChina, ngaloo ndlela basasaza umngcipheko.

Ngokutsho kwengxelo yaseTaiwan "Usuku lwezoQoqosho", inyikima ye-213 eyomeleleyo kumantla-mpuma eJapan yakhokelela ekuboneleleni ngokukhawuleza kwe-photoresist, i-semiconductor engundoqo esetyenziswayo elawulwa ngoosomashishini baseJapan malunga ne-80% yemarike, kuquka ukuphazamiseka kwimveliso kunye nokubonelela phesheya. ngababoneleli abakhulu abafana noXinyue.UShinyue wade wabhengeza ukuvalwa komzi-mveliso.Iinkampani ezinkulu ze-wafer ezifana ne-TSMC kunye ne-UMC zibongoza abavelisi baseJapan ukuba bakhawulezise imveliso kunye nokubonelela ngokuthe ngqo eTaiwan, eChina, ngaloo ndlela basasaza umngcipheko.

Kuyaqondwa ukuba i-photoresist, njengezona zinto zisetyenziswayo ze-semiconductors, zichaphazela ngokuthe ngqo isivuno se-wafer kunye nomgangatho.NgoJanuwari ka-2019, i-TSMC yasebenzisa i-photoresist ekumgangatho ophantsi, nto leyo eyakhokelela ekubeni phantse i-100, 000 yafefa ekhutshiweyo, echaphazela phantse i-15 yeebhiliyoni zeeyuan kwingeniso, iqaqambisa ukubaluleka kwe-photoresist kwimveliso ye-wafer.Emva kwesiganeko, i-TSMC yandisa kakhulu iimfuno zolawulo lomgangatho kunye nokunikezelwa kwezinto eziphambili.

Okwangoku, imarike ye-photoresist yehlabathi ilawulwa ngabavelisi baseJapan, ababalelwa kwi-80% yemarike, kunye nokuguquguquka okumbalwa kwamaxabiso.Phakathi kwazo, ngaphezu kwe-20% zicwangciswe nguShinyue, kwaye ngaphezulu kwe-50% yeenkqubo eziphambili kunye ezintsha zeefektri ze-semiconductor eTaiwan zisebenzisa iimveliso ze-Photoresist ze-Xinyue.Abanye ababoneleli baseJapan abaziwayo baquka i-JSR, i-Dongying, njl., iSumitomo Chemical kunye neFuji Film nazo zibandakanyeka ngokusebenzayo.

Ushishino lubonise ukuba umgca wemveliso emva kokuqinisekiswa kwe-photoresist ngokuqhelekileyo ayitshintshi unyaka wonke ukuphepha ukuhlanjululwa kwakhona kunye nokuchaphazela imveliso, ngoko akukho lula ukutshintsha emva kokuthatha isigqibo kwizinto eziphathekayo, kwaye ngokuqhelekileyo kuxoxisana ngokwemfuno kunyaka ophelileyo, kuba xa utshintsho lwenzeka, umgangatho wemveliso uya kuchaphazeleka.Kutshanje, unikezelo lwee-semiconductors luwela kwimfuno, kwaye njengoko unikezelo lwe-photoresist lunqongophele, ukunqongophala kwe-semiconductors kunokuba nzima ngakumbi.

Iploti efanayo iyaphindwa.Impembelelo yebhabhathane yaseJapan inokuba nempembelelo enkulu.

Njengeyona ndawo ikhoyo ngoku yokwenziwa kwe-semiconductor yehlabathi, phantsi kwengcinga yokuba ishishini lijongene neyona ngxaki inkulu yokunqongophala embalini, ifuthe lebhabhathane elibangelwe yinyikima yaseJapan linokufikeleleka kakhulu kunokuba bekulindelwe.

Ngokutsho kwe-SEMI, iinkampani zaseJapan zithatha malunga neepesenti ezingama-52 kwimakethi yezixhobo zesemiconductor yehlabathi kwaye malunga neepesenti ezingama-30 kwimveliso yezixhobo.Ukusuka kwimbono yokusasazwa kweshishini lemiconductor yasekhaya yaseJapan, ishishini laseJapan lemiconductor ligxile ikakhulu eKanto, eTohoku naseKyushu, ngelixa iShinyue Chemical, SUMCO, Renesa Electronics, Shexia, Sony kunye nezinye iziseko zemveliso yasekhaya eJapan zibekwe ikakhulu kwezi zingasentla. iindawo ezikhankanyiweyo.

Ngomhla we-11 kuMatshi, i-2011, inyikima enamandla yenzeke kuLwandlekazi lwePasifiki kumntla-mpuma weJapan, ibangela itsunami enkulu eyabangela umonakalo omkhulu kwi-Iwate, iMiyagi kunye neFukushima prefectures kumntla-mpuma weJapan kwaye yabangela ukuvuza kwenyukliya kwisikhululo samandla enyukliya saseFukushima Daiichi.Ukuphela kwamandla amakhulu kunye nokuphazamiseka kwezithuthi kube nefuthe elikhulu kwimveliso ye-semiconductor eJapan.

Ngelo xesha, iShinyue Chemical yayeka imveliso kwizityalo ezibini eFukushima, ebalelwa malunga neepesenti ezingama-25 zesakhono se-wafer yehlabathi ngelo xesha;izityalo ezisixhenxe zeRenesas zavalwa okwethutyana kwaye malunga neepesenti ezingama-40 zomthamo wonakalisiwe.I-Toshiba, i-Fujitsu, i-TI, i-Senmei kunye nabanye bachaphazelekayo.Ukuphazamiseka kwekhonkco lokubonelela okubangelwa yi-Tsunami yenyikima kubangele isiphithiphithi kumashishini afana nokuhlutha izinto eziphathekayo kunye nokunyusa amaxabiso amacandelo ahlukeneyo, kuquka i-DRAM, i-NAND, i-MCU njalo njalo.

Phantsi kweempembelelo zenyikima, ezinye izityalo zemichiza yeXinyue ziye zanqunyanyiswa.I-SUMCO, enye i-wafer maker, isekelwe ikakhulu e-Kyushu, kodwa inesityalo esingalunganga kumntla-mpuma.U-Renesa Electronics uthe ukusebenza kwesityalo saseMizawa kunye nesityalo saseTakazaki akuzange kuchaphazeleke, kwaye isityalo sase-Ibaraki Naka sayeka ukusebenza ixesha elifutshane kwaye saqala ukuqhubela phambili ukuveliswa kwemveliso ye-front-end kwi-16, ekulindeleke ukuba ifike ngaphambili. -umthamo wenyikima phakathi kweveki.

Iqela le-Zhao Qi leBhanki yaseChina yeSecurities libike ngomhla we-18 ukuba ngoku, impembelelo yenyikima incinci kakhulu kuneyokuzamazama komhlaba ngoMatshi 11, 2011, kodwa kwimeko yokunqongophala kwamandla e-semiconductor yehlabathi, ukuphazamiseka okubangelwa yinyikima yaseJapan. ikhonkco lemizi-mveliso linokwenza kube mandundu ngakumbi ukuxinana komthamo, ngakumbi iitshiphusi zeemoto.

Iinkampani ze-A-share ezinxulumene nokubekwa kwefotoresist

Ngokuxhomekeke kwinqanaba lophuhliso lweteknoloji ye-photoresist yasekhaya, okwangoku, izinga lokuzixhasa kwi-g-line yasekhaya kunye ne-I-line photoresist yi-20%, i-KRF photoresist ingaphantsi kwe-5%, ngelixa i-ARF photoresist ifanelekile kwi-12-intshi. ii-silicone wafers ngokusisiseko zixhomekeke ekuthengisweni kumazwe angaphandle, kwaye ukwenziwa kwasekhaya kwefotoresist kunendlela ende ekufuneka ihambe, ke kubaluleke kakhulu ukugqobhoza umva “wokuncamathela intamo” ngokukhawuleza.

U-Jingrui (300655) ubhengeze ngokuhlwa kwe-19 kaJanuwari ukuba uthenge ngempumelelo umatshini we-ASMLXT1900G we-lithography ngokusebenzisa i-ejenti yokungenisa, ethunyelwe e-Suzhou kwaye ihanjiswe ngempumelelo kwi-high-end photoresist yophando kunye nebhubhoratri yophuhliso.

I-Nanda Optoelectronics (300346) yabhengezwa kweyoMnga kulo nyaka uphelileyo, i-subsidiary ye-Ningbo Nanda Optoelectronics iphuhlise ngokuzimeleyo iimveliso ze-ArF photoresist zisandula ukuphumelela isatifikethi somthengi, ibe yi-photoresist yokuqala yasekhaya ye-ArF ngokuqinisekiswa kwemveliso.

I-Tongcheng New Materials (603650) yabhengezwa ngoDisemba kulo nyaka uphelileyo ukuba i-subsidiary yayo i-Tongcheng Electronics iceba ukutyala i-569.88 yezigidi zeeyuan (utyalo-mali lokwakha) ukwakha iprojekthi yemveliso yonyaka yeetoni ze-11000 ze-semiconductors, i-photoresist ye-flat panel display kunye ne-20, iitoni ze-000 ezinxulumene nazo. i-reagents kwi-Shanghai Chemical Industrial Zone, ekulindeleke ukuba igqitywe kwaye ifakwe kwimveliso ekupheleni kuka-2021.

Umthombo:IBhodi yeNzululwazi kunye neTekhnoloji yoLwabiwo lweNtsha yoSuku lweLuheng