I-Semiconductor photoresist iyatholakala ngokushesha!Ukuzamazama komhlaba kweJapan kukhombisa ukuthi i-TSMC kanye ne-UMC nazo aziphumuli) ukuzamazama komhlaba okungu-213 eNyakatho-mpumalanga yeJapan kwabangela ukuhlinzekwa okuphuthumayo kwe-photoresist, i-semiconductor eyisihluthulelo esetshenziswayo elawulwa osomabhizinisi baseJapan, ebalelwa cishe ku-80% wemakethe.Ukukhiqizwa nokuhlinzekwa phesheya kwezilwandle ngabahlinzeki abakhulu abanjengoXinyue kuvinjiwe, futhi uShinyue waze wamemezela ukuvalwa kwendawo.Izinkampani ezinkulu ze-wafer ezifana ne-TSMC ne-UMC zinxusa abakhiqizi baseJapan ukuthi basheshise ukukhiqiza futhi banikeze ngqo eTaiwan, eChina, ngaleyo ndlela basakaze ubungozi.

Ngokombiko weTaiwan's "Economic Day bao", ukuzamazama komhlaba okunamandla okungu-213 enyakatho-mpumalanga yeJapan kuholele ekutholakaleni okuphuthumayo kwe-photoresist, i-semiconductor eyisihluthulelo esetshenziswa osomabhizinisi baseJapan cishe ku-80% wemakethe, okubandakanya ukuphazamiseka ekukhiqizeni nasekuhlinzekeni phesheya kwezilwandle. ngabahlinzeki abakhulu abanjengoXinyue.UShinyue uze wamemezela ukuvalwa kwesikhungo.Izinkampani ezinkulu ze-wafer ezifana ne-TSMC ne-UMC zinxusa abakhiqizi baseJapan ukuthi basheshise ukukhiqizwa nokuhlinzeka ngokuqondile eTaiwan, eChina, ngaleyo ndlela basakaze ubungozi.

Kuyaqondakala ukuthi i-photoresist, njengento esetshenziswayo eyinhloko yama-semiconductors, ithinta ngokuqondile isivuno se-wafer nekhwalithi.NgoJanuwari 2019, i-TSMC yasebenzisa i-photoresist esezingeni eliphansi, okuholele ekutheni ama-wafers acishe abe ngu-100, 000 alahliwe, okuthinta imali ecishe ibe yizigidi eziyizinkulungwane eziyi-15, okugqamisa ukubaluleka kwe-photoresist ekukhiqizeni ama-wafer.Ngemuva kwalesi sigameko, i-TSMC yandise kakhulu izidingo zokulawulwa kwekhwalithi nokuhlinzekwa kwezinto ezibalulekile.

Njengamanje, imakethe yomhlaba wonke ye-photoresist ibuswa abakhiqizi baseJapan, ababalelwa ku-80% wemakethe, nokuguquguquka okuncane kwamanani.Phakathi kwazo, ezingaphezu kuka-20% zihlelwa nguShinyue, futhi ngaphezu kuka-50% wezinqubo ezithuthukisiwe nezintsha zamafektri e-semiconductor e-Taiwan zisebenzisa imikhiqizo ye-Photoresist ye-Xinyue.Abanye abahlinzeki bempahla baseJapane abaziwayo bahlanganisa i-JSR, i-Dongying, njll., i-Sumitomo Chemical kanye ne-Fuji Film nabo bayabandakanyeka.

Imboni iveze ukuthi umugqa wokukhiqiza ngemuva kwesitifiketi se-photoresist ngokuvamile awushintshiwe unyaka wonke ukuze ugweme ukuhlanzwa kabusha futhi uthinte ukukhiqizwa, ngakho-ke akulula ukushintsha ngemuva kokunquma ngezinto ezibonakalayo, futhi kuvame ukuxoxisana ngokusho kwesidingo ngonyaka odlule, ngoba uma ushintsho selwenzekile, ikhwalithi yokukhiqiza izothinteka.Muva nje, ukunikezwa kwama-semiconductors kuyasilela esidingweni, futhi njengoba ukunikezwa kwe-photoresist kuncipha, ukushoda kwama-semiconductors kungase kube kubi kakhulu.

Isakhiwo esifanayo siyaphindwa.I-Earthquake Butterfly yaseJapan ingase ibe nomthelela omkhulu.

Njengendawo enkulu yamanje yokukhiqiza i-semiconductor yomhlaba wonke, ngaphansi kwesisekelo sokuthi imboni ibhekene nenkinga enkulu yokushoda emlandweni, umphumela wovemvane obangelwa Ukuzamazama Komhlaba waseJapan ungase ufinyelele kude kunalokho obekulindelwe.

Ngokusho kwe-SEMI, izinkampani zaseJapan zenza cishe amaphesenti angama-52 emakethe yezinto zokwakha ze-semiconductor kanye namaphesenti angama-30 ekukhiqizeni imishini.Ngokombono wokusatshalaliswa kwemboni ye-semiconductor yasekhaya yaseJapan, imboni ye-semiconductor yaseJapan igxile kakhulu eKanto, Tohoku naseKyushu, kanti iShinyue Chemical, SUMCO, Renesa Electronics, Shexia, Sony kanye nezinye izisekelo zokukhiqiza zasekhaya eJapan zitholakala kakhulu kulokhu okungenhla. -izindawo ezishiwo.

Ngo-March 11, 2011, kwaba nokuzamazama komhlaba okunamandla oLwandlekazi iPacific enyakatho-mpumalanga yeJapane, okwabangela i-tsunami enkulu eyadala umonakalo omkhulu ezifundeni zase-Iwate, iMiyagi neFukushima enyakatho-mpumalanga yeJapane futhi yabangela ukuvuza kwenyukliya esikhungweni samandla enyukliya saseFukushima Daiichi.Umphumela wokunqamuka kukagesi omkhulu kanye nokuphazamiseka kwethrafikhi kube nomthelela omkhulu ekukhiqizweni kwe-semiconductor e-Japan.

Ngaleso sikhathi, iShinyue Chemical yayeka ukukhiqizwa ezitshalweni ezimbili eFukushima, ehlanganisa cishe amaphesenti angama-25 womthamo we-wafer yomhlaba wonke ngaleso sikhathi;izitshalo eziyisikhombisa zeRenesas zivale ukukhiqizwa okwesikhashana futhi cishe amaphesenti angama-40 womthamo wawonakele.I-Toshiba, i-Fujitsu, i-TI, i-Senmei nabanye nayo yathinteka.Ukuphazamiseka kokuthengwa kwempahla okubangelwe yi-tsunami yokuzamazama komhlaba kwabangela isiphithiphithi ezimbonini ezinjengokuhlwithwa kwezinto ezibonakalayo futhi kwakhuphula amanani ezinto ezihlukahlukene, okuhlanganisa i-DRAM, NAND, MCU njalonjalo.

Ngaphansi kwethonya lokuzamazama komhlaba, ezinye izitshalo zamakhemikhali e-Xinyue zimisiwe.I-SUMCO, enye i-wafer maker, izinze e-Kyushu, kodwa inesitshalo esiyimiser enyakatho-mpumalanga.I-Renesa Electronics ithe ukusebenza kwemboni yaseMizawa kanye nesitshalo saseTakazaki akuzange kuthinteke, futhi imboni ye-Ibaraki Naka yamisa ukusebenza isikhathi esifushane futhi yaqala kancane kancane ukuqhubeka nokukhiqizwa kwenqubo yokukhiqiza engaphambili ngomhla ka-16, okulindeleke ukuthi ifinyelele ngaphambi kwesikhathi. -umthamo wokuzamazama komhlaba phakathi nesonto.

Ithimba le-Zhao Qi le-Bank of China Securities libike ngomhla ka-18 ukuthi okwamanje, umthelela wokuzamazama komhlaba mncane kakhulu kunalowo wokuzamazama komhlaba ngo-March 11, 2011, kodwa esimweni sokushoda kwe-semiconductor yomhlaba wonke, ukuphazamiseka okwalethwa ukuzamazama komhlaba kwase-Japan. uchungechunge lwezimboni lungase luqhubekisele phambili ukungezwani kwamandla, ikakhulukazi ama-chips ezimoto.

Izinkampani ze-A-share ezihlobene nesakhiwo se-photoresist

Ngokuya ngezinga lokuthuthuka lobuchwepheshe basekhaya be-photoresist, okwamanje, izinga lokuziphilisa le-g-line yasekhaya kanye ne-I-line photoresist lingu-20%, lelo le-KRF photoresist lingaphansi kuka-5%, kuyilapho i-photoresist ye-ARF ifaneleka ama-intshi angu-12. ama-wafer e-silicon ngokuyisisekelo ancike ekuthengisweni kwamanye amazwe, futhi ukwenziwa kwasendaweni kwe-photoresist kusenendlela ende okufanele ihanjwe, ngakho-ke kubaluleke kakhulu ukweqa isimo esisemuva "sokunamathela entanyeni" ngokushesha okukhulu.

U-Jingrui (300655) umemezele ngobusuku bangoJanuwari 19 ukuthi uthenge ngempumelelo umshini we-ASMLXT1900G we-lithography ngokusebenzisa i-ejenti yokungenisa, othunyelwe e-Suzhou futhi wathuthela ngempumelelo elabhorethri yocwaningo nentuthuko yenkampani ye-photoresist.

I-Nanda Optoelectronics (300346) eyamenyezelwa ngoZibandlela wonyaka odlule, inkampani engaphansi kwe-Ningbo Nanda Optoelectronics ithuthukise ngokuzimela imikhiqizo ye-ArF photoresist muva nje iphase ngempumelelo isitifiketi sekhasimende, yaba i-photoresist yokuqala yasekhaya ye-ArF ngokuqinisekiswa komkhiqizo.

I-Tongcheng New Materials (603650) yamemezela ngoDisemba wonyaka odlule ukuthi inkampani engaphansi kwayo i-Tongcheng Electronics ihlela ukutshala imali engu-569.88 million yuan (utshalomali lokwakha) ukuze kwakhiwe iphrojekthi yonyaka yokukhiqiza engamathani ayi-11000 wama-semiconductors, i-photoresist yokubonisa iphaneli eyisicaba kanye namathani angama-20,000 wokuhlobene. ama-reagents e-Shanghai Chemical Industrial Zone, okulindeleke ukuthi aqedwe futhi afakwe ekukhiqizeni ekupheleni kuka-2021.

Umthombo:Ibhodi Lezesayensi Nobuchwepheshe Lokusungula Nsuku zonke yena Luheng