Shen Bo, Senior Vice President of Dutch lithography giant Asma Global and President of China, stated in an interview during the CIIE that Asma China's business has grown rapidly this year, and it is expected that China will account for over 20% of Asma's global revenue for the entire year. He is also very optimistic about his business in China next year. Shen Bo said, "Our recruitment in China in 2023 exceeded 200 people, and we expect the development of our business to continue to bring many demands in 2024. Our team expansion should also be relatively large
As one of the upstream core materials in the semiconductor industry chain, photomask plates are no less important for lithography processes than lithography machines and photoresists. They are essential components in the manufacturing process of semiconductors and integrated circuit chips, with a share second only to silicon wafers. Minsheng Securities pointed out that with the gradual increase of China's semiconductor industry in the global proportion, the scale of China's semiconductor mask market is also gradually expanding. At present, domestic manufacturers are gradually narrowing the technological gap with overseas leading enterprises, and the industry's prosperity is expected to continue to be strong. Domestic manufacturers are expected to experience rapid performance growth.
According to the Cailian News Agency theme database, among the relevant listed companies:
Qingyi Optoelectronics has achieved customer testing, certification, and mass production of 180nm process node semiconductor chip mask plates, and has simultaneously carried out process research and development of 130nm-65nm semiconductor chip mask plates and mask plate process development planning required for 28nm semiconductor chips.
The photomask plate project invested and constructed by Guanshi Technology is currently in the construction stage. Through the construction of this fundraising project, the company will have the large-scale production capacity of semiconductor photomask plates.