Electronic chemicals are the essential “food” and “blood” necessary for the manufacturing of chips, screens, and high-end batteries. In addition to the companies previously mentioned, there are several strong players in this field. Here are a few to discuss briefly:
New Era B – A Leader in Battery Chemicals
It is a domestic leader, primarily engaged in battery chemicals, with a current production capacity of 100,000 tons and an additional 180,000 tons under construction. Many of the batteries in our new energy vehicles use products from this company.
Jianghua W – The ‘Cleaner’ for Chips and Panels
This established electronic chemical company mainly produces ultra-pure cleaning agents and other wet electronic chemicals, which are indispensable in the semiconductor and display panel manufacturing processes.
Xingfu Dianz Z – Focused on Wet Electronic Chemicals
Specializing in wet electronic chemicals, their product line is comprehensive, including electronic-grade phosphoric acid, sulfuric acid, various etching solutions, and cleaning agents, primarily serving the chip and optoelectronics industries.
Aisen G – Supplier of ‘Key Links’ in Chip Manufacturing
Their products revolve around the two core steps in chip manufacturing: electroplating and photolithography, providing electroplating solutions and photoresists used in integrated circuits and display panels.
China Jichip – The ‘National Team’ for High-End Chip Manufacturing
One of the few electronic wet chemical companies in the country capable of supplying 12-inch wafer fabs in bulk, their electronic-grade hydrofluoric acid, sulfuric acid, and other products have already been used by top manufacturers like SMIC and Yangtze Memory Technologies.
Tiancheng K Technology – A Potential Player in Integrated Circuits
Originally focused on the PCB field, they are now actively entering the integrated circuit market, with some electroplating products already sent for testing, and they are building a new production base, promising a bright future.
Huate Qti – Unique in Specialty Gases
Their core business is specialty gases, and they are the only gas company in the country certified by the world’s largest semiconductor equipment manufacturer, a remarkable achievement that breaks foreign monopolies.
Xilong Kuexue – A Versatile ‘Jack of All Trades’
They offer a wide variety of electronic chemicals, including general acid-base solvents and functional chemicals like etching solutions, with applications covering multiple fields such as display panels, integrated circuits, and photovoltaics.
Disclaimer
The information in this article reflects the author’s personal views and does not constitute any investment advice. Readers should make their own judgments regarding the stocks mentioned, market analysis, and future outlook, which are for reference only and should not be used as a basis for trading! Please invest rationally and beware of scams. The stock market carries risks, and investment requires caution.
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