Important materials in the light carvings are in short supply. Maybe price increases in 2024?

According to Korean media reports, despite the global economic downturn, due toThe strong demand for IC design companies and wafer factories has a strong demand for light mask, making the shortage of light mask still continuing.

According to sources, the production capacity of light mask manufacturers is insufficient and it is difficult to meet the needs.The rise in commodity prices in 2024 will be inevitable.

The demand for mask mask rises, and manufacturers actively lay out

Data show that there are hundreds of materials required in the semiconductor manufacturing link. The division according to the category mainly includes silicon wafers, light mask, adhesion and supporting reagents, electronic gases, process chemicals, sputtering targets, polished materials, polished materialsWait, although the proportion of the light cover is not as high as the silicon wafer, its importance is not to be ignored.

The role of light mask is mainly reflected in the optical semiconductor process of semiconductor production technology. The cover of the graphic and process of integrated circuit is printed on the mask.Cleaning and other steps can be transferred to the wafer.

Because the internal structure of the chip is complicated, it is difficult to contain all circuit information on the one -layer mask, so multi -layer mask is often required to assist in production. As the chip process is becoming more advanced, the circuit pattern is more fine.The higher.For example, mature process may be needed30 layers of light covering the membrane, and in the latest advanced process, as many as 70 to 80 light mask may be required.

Therefore, as the foundry manufacturer continues to make advance process technology, the demand for light mask will increase.

At present, the global light mask market structure is dominated by overseas manufacturers, and domestic manufacturers are also actively deploying.

Among overseas manufacturers, including convex printing (The current capacity utilization rates of TOPPAN), Photronics, and Dainippon Printing have remained at 100%.The convex printing company stated in its latest single -quarter financial report (July to September) that it is expected that the strong demand for light mask in 2023 will continue, and the company plans to expand its light mask production capacity through its global production facilities.Dainippon Printing is also optimistic about future market conditions in the half -year financial report from April to September.

In terms of domestic manufacturers, this yearIn November, Guanshi Technology stated that the light cover film project invested by the company is currently in the construction stage. After the first batch of equipment is delivered, it is expected that the company can achieve the mass production of the 45nm light mask version in 2025.In 2028, the mass production of 28nm light mask can be achieved.After the project is completed, the production capacity of an annual output of 12,450 semiconductor light mask will be available. The product process covers 350-28nm (of which the 45-28nm mature process is mainly).

BeforeIn October, the overflow power revealed that in terms of the semiconductor chip mask version technology, the company has achieved the customer testing certification and mass production of the semiconductor chip mask version of the 180nm craft node, and carried out the process research and development of the technology of the 130NM-65NM semiconductor chip cover.28nm semiconductor chip required for the mask version of process development plan.

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Shenzhen Sanquan Asia Pacific Technology Co., Ltd., established inIn 2000, it is an IC agent of Asian integrated circuits. There are more than 200 agency distribution product lines and selected by many customers. The integrated circuit IC and electronic component are reliable suppliers.Sanquan Technology Supply HBM's three major memory manufacturers in the world, SK Hynix, Micron and Samsung.The excellent domestic Yangtze River storage is also its customers.It can be seen from this that Sanquan Technology's product competitiveness.In addition, the brands of Sanquan Technology's agency distribution include Richtek, ON, Microchip, TI and so on.