photoresists

Research Interpretation | Escalation of Sino-Japanese Relations: Focus on the Self-Sufficient Semiconductor Industry Chain

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Recently, Japan’s new Prime Minister, Sanae Takaichi, made a series of provocative statements that severely impacted Sino-Japanese relations, and China is prepared for substantial countermeasures against Japan. In the context of escalating Sino-Japanese relations, companies relying on the Japanese market/supply chain are under pressure, while those capable of domestic substitution in the semiconductor equipment and … Read more

The Urgency of Domestic Substitution for Semiconductor Materials: An Overview of Core Industry Targets

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Recently, the relationship between China and Japan has become tense due to erroneous remarks made by Japanese Prime Minister Sanae Takaichi regarding Taiwan. On November 14, Wu Jianghao, the Chinese Ambassador to Japan, summoned the Japanese Deputy Foreign Minister to express serious concerns and strong protests regarding Japan’s erroneous statements and actions. This diplomatic incident … Read more

Core Concepts of Silicon Wafers in the Semiconductor Industry

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Core Concepts of Silicon Wafers in the Semiconductor Industry

1. Shanghai Silicon Industry: The main business covers semiconductor silicon wafers and entrusted processing services. In the first half of 2025, the semiconductor silicon wafer business grew by 12.5% year-on-year, with significant growth in overseas markets. 2. Lian Micro: Focused on the research and manufacturing of semiconductor materials for integrated circuits, products include semiconductor silicon … Read more

Understanding Domestic Semiconductor Materials: Silicon Wafers, Photoresists, and Specialty Gases in One Day

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Understanding Domestic Semiconductor Materials: Silicon Wafers, Photoresists, and Specialty Gases in One Day

Domestic Semiconductors Material Introduction Disclaimer: The following content does not constitute any investment advice, guidance, or commitment, and is for academic discussion only. Domestic semiconductor materials refer to key foundational materials independently developed and produced by domestic manufacturers for the entire chip manufacturing process (silicon wafers, photoresists, CMP, target materials, etc.). They are crucial for … Read more

From Electroplating Solutions to Photoresists: The Platformization and Advancement of Semiconductor Material Layout

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From Electroplating Solutions to Photoresists: The Platformization and Advancement of Semiconductor Material Layout

Development History Shanghai Xinyang was established in July 1999 and was listed on the Shenzhen Stock Exchange’s Growth Enterprise Market in 2011. The company is headquartered in the Songjiang District of Shanghai and focuses on the research and development, manufacturing, and sales of functional chemical materials and application technologies required by the semiconductor industry, committed … Read more

Semiconductor Photoresists: Focus on Them in the Second Half of the Year

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Semiconductor Photoresists: Focus on Them in the Second Half of the Year

Photoresists are the core materials for achieving precise pattern transfer in chips, and their performance directly determines process accuracy. This market has long been dominated by international giants such as Japan’s JSR and Tokyo Ohka, with a weak foundation in China’s high-end sector. In recent years, domestic companies have made breakthroughs in certain categories through … Read more

Will the U.S. Impose Tariffs on Chip Materials? Costs for These Materials Are Set to Soar!

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Will the U.S. Impose Tariffs on Chip Materials? Costs for These Materials Are Set to Soar!

As the global semiconductor advanced process moves towards 2 nanometer racing stage,EUV (Extreme Ultraviolet) photoresists are undoubtedly the most critical and irreplaceable component. Recently, the U.S. plans to increase import tariffs on high-end materials from Japan, which adds variables to this supply chain competition and presents potential restructuring opportunities for the material power landscape. EUV … Read more

An Overview of Semiconductor Materials: Analysis of Five Major Fields and Representative Companies

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An Overview of Semiconductor Materials: Analysis of Five Major Fields and Representative Companies

Semiconductor materials include wafer manufacturing materials and packaging materials. Wafer manufacturing materials include silicon wafers, mask plates, electronic gases, photoresists, CMP polishing materials, wet electronic chemicals, target materials, etc. Packaging materials include packaging substrates, lead frames, bonding wires, encapsulation materials, ceramic substrates, chip bonding materials, and other packaging materials. Table 1-1 Classification of Semiconductor Materials … Read more