sinovels Chapter 1299 Four Major Barriers To Domestic Photoresist Breakthrough
Chapter 1299 Four Major Barriers To Domestic Photoresist Breakthrough
office.
Lu Yi dialed the number of Nanda Optoelectronics CEO Sun Xiangzhen.
A few brief greetings.
Lu Yi asked directly: "Mr. Sun, what is the current situation of ArF photoresist research and development?"
"The development of the product was completed at the end of last year. The four verification stages of ArF photoresist have also been completed, and the results are quite good. The next step is to verify the qualification of the production line." Sun Xiangzhen replied .
Before photoresist is supplied, it will generally undergo photoresist product verification and factory (production line) qualification verification.
Among them, photoresist verification is divided into PRS (photoresist performance test), STR (small trial), MSTR (batch verification) and Release (pass verification) according to the verification stage.
In terms of factory (production line) qualification verification, verification is mainly conducted in several aspects such as quality system, supply stability, and factory (production line) production capacity.
After the factory (production line) qualification verification and product verification pass, formal supply to customers can be achieved.
Since the verification cycle is usually 6-24 months, the cost of switching photoresist for downstream wafer factories is high. Usually customers are not willing to switch photoresist, and it is difficult for photoresist companies to make customer breakthroughs.
Hearing Sun Xiangzhen's answer, Lu Fa was happy.
"So, this is a breakthrough in terms of photoresist?" Lu Yi said.
Sun Xiangzhen said: "Basically."
"When will you be able to complete the production line qualification verification?" Lu Yi asked again.
Now that Loongson International's photoresist supply is interrupted, it is unable to manufacture chips for Blue Star Electronics as originally planned.
This will have a very serious impact on the Blue Star Electronics Peak series mobile phones.
Why did Cook choose this time to visit him?
It is because Cook sees the current situation of Blue Star Electronics.
If Blue Star Electronics cannot find an OEM, the Peak series of mobile phones will be discontinued when the accumulated chips are used up.
The discontinuation of production of Dingfeng mobile phones is definitely good news for other mobile phone brands.
Especially for fruit companies.
Turing was beaten in front of the pinnacle mobile phone and was unable to fight back.
If Pinnacle phones are discontinued, Turing's opportunity will come.
But now Nanda Optoelectronics, relying on the technology he brought back last year, has successfully broken through in the photoresist field.
Then Loongson International’s shortage of photoresist will be greatly alleviated.
This question from Lu Yi was a bit difficult for Sun Xiangzhen to answer.
"Director Lu, when the production line qualification verification can be completed, it really doesn't depend on us. It depends on the relevant wafer fab." Sun Xiangzhen said.
at this point.
Lu Yi was really not sure, so he quickly asked: "How do you say it?"
Sun Xiangzhen replied: "Due to the high cost of switching photoresist in downstream wafer fabs, customers are usually not willing to switch to photoresist, and it is difficult for photoresist companies to make customer breakthroughs."
"Currently, the island country has cut off the supply of domestic photoresist. Are the domestic fabs unwilling to give it a try?" Lu Yi asked with an eyebrow.
Sun Xiangzhen said helplessly: "For those small factories, they are really not willing to take too big risks. At the same time, they also have a natural distrust of domestic photoresists."
This... Lu Yi is really speechless.
Adou who can’t be helped.
After thinking about it, Lu Yi said: "Let's do this, let me go to the production line qualification test and help you match them.
When Sun Xiangzhen heard this, she immediately became energetic and asked: "Director Lu wants to help us connect with Loongson International?"
It would be great if the ArF photoresist they developed could enter Loongson International's production line for verification.
Compared with those small factories, Loongson International is very famous in the foundry industry.
If it passes the verification of Loongson International, their photoresist from Nanda Optoelectronics will surely become a hit.
By the time.
Small domestic factories are not allowed to come to us for cooperation.
"Just wait for my news." Lu Yi said.
"Okay." Sun Xiangzhen agreed happily.
After hanging up the phone.
Sun Xiangzhen clenched her fist tightly.
The product development has not reached the end yet. Only when the product is sold and successfully entered into the product lines of first-tier manufacturers such as Loongson International can we complete the long march.
Sun Xiangzhen is very confident about the photoresist developed by herself.
What they lack now is an opportunity to go to the production line for verification.
But this opportunity is not easy to come by.
Small factories have a weak foundation and dare not change photoresist manufacturers easily.
Because I cannot bear the consequences of failure 093.
As for the big manufacturers, they also have the same concerns.
Although large manufacturers can tolerate the failure of photoresist replacement, this will delay the production operations of large manufacturers.
therefore.
Domestic photoresist is currently in a very embarrassing situation.
Regardless of whether they are large or small manufacturers, they all stay away from photoresists produced in the Kingdom.
because.
The photoresist production process is complex, and four major barriers create high barriers to entry for the industry.
The first major barrier: technical barriers, production process requirements are extremely high, and formula is fundamental.
The second major barrier: customer authentication barriers, deep binding of upstream and downstream, and long verification cycle.
The third major barrier: Equipment barriers. Photolithography machines are expensive and difficult to purchase.
The fourth major barrier: raw material barriers, the domestic industrial chain is not yet complete, and the industrialization of resins and monomers is full of difficulties.
It is these four barriers that enable Japan and the United States to form an oligopoly.
It is very difficult for domestic photoresists to break through.
Domestic wafer fabs have no confidence in domestic photoresist, let alone major manufacturers such as Semiconductor Manufacturing Co., Ltd., Intel, and Sanxing. .