TSMC has advanced its process to 2 nanometers, which is a significant challenge, but from an architectural mechanism perspective, it is still an engineering difficulty! However, if you do not keep up step by step, you will ultimately be unable to truly engage with it!
Although it is not a difficulty of profound mechanisms, the engineering challenges are even harder to break through! This is the current solitary pursuit of TSMC!
Similarly, the slurry materials for solar energy are somewhat analogous! The geometric aspect of fine line processing pushes everything towards miniaturization. And when advancing towards miniaturization, this is truly the study of engineering.
As for engineering, various equipment and tools become crucial. Like lithium batteries, these two material systems will elevate domestic powder equipment to a new level!
Therefore, any slurry manufacturer now must strengthen relationships with powder equipment manufacturers to maintain a competitive edge in the future, forming some form of customization, as customizing equipment is relatively harder to break through than materials.
ASML is a representative of this!
From the performance of various companies, it is clear that larger companies have an advantage! And with the accumulation of these advantages, they gradually widen the gap with smaller companies.
However, smaller companies are not absolutely doomed; they must break out of this model and fully commit to various low-cost metal systems! Especially the integration of copper powder and copper slurry.
Friends reading this post who truly heed the advice will make a fresh appearance next year! While some are still stuck in the past model. Either thinking of selling copper powder to large slurry manufacturers, or slurry manufacturers thinking that someone will always supply them with copper powder, allowing them to torment you like silver powder!
In the past, we often talked about chess entering the endgame; all changes have just begun. Now, looking at the chessboard, we have truly entered the endgame; everything before was not counted!