There are many people who do not know enough about the "lithography machine", and in one sentence, mastering the lithography machine is equivalent to having the lifeblood of the chip semiconductor field.
Many people are puzzled why the "lithography machine" has such a big role, because the manufacturing difficulty of the "lithography machine" is no less than that of the "nuclear".
There are quite a few foreign **: have publicly stated,Even if you are given a drawing of a "lithography machine", you may not be able to make it. This sentence is a bit alarmist, the fact is that our country can make it, but it has been restricted and even suppressed.
Why was it made and not made? Please read the rest carefully, it is crucial, and this is also Alai's point of view.
As we all know, ASML is the world's largest lithography machine manufacturer, and most of the lithography machines in the domestic market are imported from abroad (ASML).The first day of a lithography machine is no less than that of 10 large aircraft, and scarcity is expensive, so Lao Mei has always been the biggest beneficiary, because he has the final right to speak on the "lithography machine".
And China is also a big exporter, but the export of goods and technology products are, high quality and low price, if once China can produce the same old United States "lithography machine", then it also means that the "lithography machine" in the field of discourse will change.
Therefore, Lao Mei has always restricted China's high-end imported "lithography machine" products! Under the strong obstacles of the periphery, the research and development progress of China's "lithography machine" has led to a halt, and the "lithography machine" that can be manufactured in a few years now needs to spend more time and energy.
This is the reason why our country was able to build it, but it was not.
Recently, ASML (ASML) has made another breakthrough in the field of lithography machines, announcing the shipment of the latest NA EUV lithography machine at the beginning of the year, and the relevant data of the EUV lithography machine, which weighs about 150 tons, can produce 2nm process chips, which detonated the world for a whileThat's the gimmick.
In our daily life, too many technological products involve lithography machines, such as mobile phones, computers and other electronic devices. The core components of these electronic devices are chips, that is, integrated circuits. The integrated circuit industry is the core of the semiconductor industry, and it is also the strategic commanding heights of the great power gameThat's the policy side.
At the same time, China also responded to the external news, updating the data in the same period, the most conspicuous of which is that the domestic Sirui company completed the acquisition of Finland Beneq, with Beneq as the overseas technology research and development center, and gradually carried out ALD technology and EL technology research and development and industrialization, focusing on integrated circuits, emerging semiconductors, pan-semiconductors and optoelectronics and other industrial coating applications, in which a large breakthrough has also been madeThis is what to expect.
There are gimmicks, policy support, and expectations, isn't this the logic of **? Therefore, Alai thinks that the concept of lithography machine is the leader,Hopefully replicated"Kelai Electromechanical"The trend of connecting boards, Alai has also prepared a few for you below, lithography machine faucets, if you are interested, you can come to learn about it.
The first: Crown Stone Technology
The company's main business is the research and development, production and sales of semiconductor display devices and special adhesive materials, and the main products are semiconductor photomasks, which are mainly used in the field of IC. Its products can be used in computing, artificial intelligence, communications, automobiles and other integrated circuit semiconductor fields.
The second: Jinghua Laser
The company's holding foreign company is an enterprise that has been engaged in the research and development of microstructured optical technology and related equipment manufacturing and maintenance for many years, and has developed a number of lithography machine equipment with advanced technology and outstanding performance related to optical plate making, which is used exclusively by the company in the world.
The third: Yawei shares
At present, the company has completed the acquisition of 100% equity of WIMAS. It is mainly engaged in the research, manufacture and sales of semiconductor compounds, the core main material of high-end photoresists. In the later stage, Weimai Core Materials plans to build a factory in China to realize the localization and extension of related technologies.
Fourth:Alai is most optimistic about a high-quality domestic company"Lithography machine"The first leading enterprise,
1. This company is a small-cap stock, which is easy to attract the main layout, and the company has a high reputation in artificial intelligence + big data + cross-border e-commerce.
2. After the early market, the current stock price has been cut in half by as much as 65%, and the short-term bottom is **, and the volume and price are rising, and it is expected to come out"Kelai Electromechanical"That's itConnecting plates**.
Disclaimer: The above information is for reference only and does not constitute decision-making advice** There are risks, and investment should be cautious