Are High-End Materials Still Leading the World? Core Materials for AI Chips Exclusively Produced by Japanese Companies

Are High-End Materials Still Leading the World? Core Materials for AI Chips Exclusively Produced by Japanese Companies

Semiconductor manufacturing materials have long been dominated by Japan. In particular, Japan’s photoresists and high-precision silicon wafers play a crucial role in the global semiconductor supply chain. In recent years, Japan has leveraged its material advantages to exert significant influence over South Korea, a major semiconductor manufacturing nation, amid tensions in Japan-South Korea relations. According … Read more

Automakers Shift Focus: The Race for Semiconductor Materials

Automakers Shift Focus: The Race for Semiconductor Materials

Not long after Tesla popularized and then abandoned silicon carbide, gallium nitride and gallium oxide have emerged as potential contenders. 01 What are Third-Generation Semiconductor Materials? Recently, Mazda announced a collaboration with Japanese semiconductor company Rohm to develop automotive components using next-generation semiconductor technology—gallium nitride (GaN) power semiconductors. Many people may have heard of “gallium … Read more

Analysis of Semiconductor Packaging Materials: Business Overview of Feikai Materials, Huahai Chengke, Qiangli New Materials, Shanghai Xinyang, Debang Technology, and Lianrui New Materials

Analysis of Semiconductor Packaging Materials: Business Overview of Feikai Materials, Huahai Chengke, Qiangli New Materials, Shanghai Xinyang, Debang Technology, and Lianrui New Materials

According to publicly disclosed data from Feikai Materials (300398), Huahai Chengke (688535), Qiangli New Materials (300429), Shanghai Xinyang (300236), Debang Technology (688035), and Lianrui New Materials (688300), the following statistics summarize the main product information and other data of these six companies. Company Overview Company Introduction The earliest listed company is Shanghai Xinyang, which has … Read more

Comparison of R&D Strength in Semiconductor and Electronic New Materials: In-depth Data on Six Leading Companies – North Huachuang, Hu Silicon Industry, Jiangfeng Electronics, Dinglong Co., Yake Technology, and Anji Technology

Comparison of R&D Strength in Semiconductor and Electronic New Materials: In-depth Data on Six Leading Companies - North Huachuang, Hu Silicon Industry, Jiangfeng Electronics, Dinglong Co., Yake Technology, and Anji Technology

According to publicly disclosed data from North Huachuang (002371), Hu Silicon Industry (688126), Jiangfeng Electronics (300666), Dinglong Co. (300054), Yake Technology (002409), and Anji Technology (688019), the following statistics on the R&D strength of these six companies are provided. Company Overview Company Introduction The earliest listed company is Dinglong Co., which has been listed for … Read more

Key Steps in Chip Manufacturing – Detailed Explanation of Chip Fabrication (Part 3)

Key Steps in Chip Manufacturing - Detailed Explanation of Chip Fabrication (Part 3)

#04Equipment and Materials4.1 Key Equipment Photolithography Machine: As the core equipment in the fabrication process, its precision and stability have a decisive impact on the quality of chip pattern transfer. Modern photolithography machines utilize advanced optical systems and precise mechanical structures to project layout patterns onto silicon wafers with extremely high resolution, enabling the accurate … Read more

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

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

Third Generation Semiconductor Materials: Silicon Carbide Substrates

Third Generation Semiconductor Materials: Silicon Carbide Substrates

1 Silicon carbide has excellent performance, and the substrate is the most critical link After decades of development, the performance of traditional silicon (Si) material devices has gradually approached the limits of silicon materials, with limited room for performance improvement. Modern power electronics technology has higher requirements for semiconductor materials in terms of high temperature, … Read more

Analysis of the Automotive Chip Industry Chain and Investment Layout in China for 2025

Analysis of the Automotive Chip Industry Chain and Investment Layout in China for 2025

Automotive chips are the core components of automotive electronic systems and are an important foundation for the transformation and upgrading of the automotive industry. With the rapid development of the new energy vehicle industry, technologies such as intelligence and connectivity are accelerating their integration and application in the automotive field. The technological advancement, product coverage, … Read more