EUV photoresist

In-Depth Analysis of Domestic Substitution of Semiconductor Photoresists: Breakthrough Paths and Investment Opportunities from KrF, ArF to EUV

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In-Depth Analysis of Domestic Substitution of Semiconductor Photoresists: Breakthrough Paths and Investment Opportunities from KrF, ArF to EUV

As the “invisible champion” of chip manufacturing, the domestic substitution process of semiconductor photoresists is directly related to the security and competitiveness of China’s semiconductor industry chain. This report focuses on three core types of photoresists: KrF, ArF, and EUV, comprehensively analyzing technical difficulties, the current status of domestic substitution, and future breakthrough paths. It … Read more

Voice of Ruichuang: A Detailed Breakdown of the SAW Wafer Fabrication Process (Part 1 – Photolithography)

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Voice of Ruichuang: A Detailed Breakdown of the SAW Wafer Fabrication Process (Part 1 - Photolithography)

Child of the Sino-US Trade Era On September 14, 2020, late at night, Hsinchu, Taiwan. TSMC’s factory was brightly lit, and the machines on the production line were still running at high speed, but there was an unusual tension in the air. Just a few hours earlier, the U.S. Department of Commerce announced: After September … Read more

From 0 to 1: A Detailed Breakdown of the SAW Wafer Fabrication Process (Part 1 – Photolithography)

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From 0 to 1: A Detailed Breakdown of the SAW Wafer Fabrication Process (Part 1 - Photolithography)

China and the U.S. Trade: The Darling of the Era On September 14, 2020, late at night, Hsinchu, Taiwan. TSMC’s factory was brightly lit, and the machines on the production line were still running at high speed, but there was an unusual tension in the air. Just a few hours earlier, the U.S. Department of … Read more

The 3-Nanometer Chip Crisis: How China Fights Back with Rare Earths and Quantum Technology Amid Japan’s Supply Cut of Photoresists

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The 3-Nanometer Chip Crisis: How China Fights Back with Rare Earths and Quantum Technology Amid Japan's Supply Cut of Photoresists

A silent technological war On April 3, 2025, a ban from the Japanese government shook the global semiconductor industry—export controls on EUV (Extreme Ultraviolet) photoresists to China. This seemingly ordinary chemical material actually chokes the throat of China’s 3-nanometer chip manufacturing. As I pored over the financial reports of Japan’s JSR Corporation late at night, … Read more