90% of the global photoresist market share is monopolized by Japanese companies, of which JSR is a leader in this field, with a market share of 13%. Since photoresist plays an important role in the chip manufacturing process, Japan's monopoly on the market makes China face greater risks in photoresist. In particular, JSR became a state-owned enterprise after reaching an agreement with Japan last year, and its photoresist will be politically influenced, making China subject to other countries in the field of semiconductors.
However, at present, China has made some progress in the research and development and production of photoresist. Companies such as Nanda Optoelectronics, Suzhou Ruihong and Beijing Kehua are working hard to develop independent and controllable photoresist technology. Nanda Optoelectronics has even successfully produced China's first ARF photoresist in just three years, and the quality is not inferior to Japanese products. Although China still has shortcomings in the cost of photoresist production, this progress has enabled China to have the ability to produce photoresist independently.
1.Improve domestic photoresist production capacity: encourage and support Chinese enterprises to increase investment in photoresist R&D and production, improve production technology and process level, and reduce production costs. At the same time, strengthen cooperation with scientific research institutes and universities to jointly overcome the technical problems of photoresist and improve product quality and performance level.
2.Establish a stable mechanism for the photoresist chain: promote close cooperation between China's photoresist manufacturers and chain-related enterprises, establish a stable chain system and supporting service system, and reduce the risk. Strengthen cooperation with other countries, especially in the exchange of photoresist production technology and the sharing of the industrial chain, to ensure the sustainability of photoresist.
3.Increase investment in photoresist research and development: The development of independent and controllable photoresist technology is of great significance to ensure national information security and economic development. ** We should increase capital investment in photoresist-related scientific research projects, promote innovative research and development, and improve product performance and quality levels.
4.Multi-party cooperation to reduce dependence on imported photoresists: Strengthen cooperation with other countries, especially those with leading photoresist production technologies, to jointly develop and produce high-performance, high-quality photoresist products. Diversify ** channels and reduce dependence on Japanese photoresists.
In the context of global scientific and technological competition, the dependence on the semiconductor material industry such as photoresist has attracted widespread attention. China has made progress in the research and development and production of photoresists, but it still faces technological gaps and risks. In order to achieve the full independence and controllability of the chip industry, China needs to further increase R&D and innovation investment in the field of key materials such as photoresist to improve its independent and controllable ability.
At the same time, China should also strengthen cooperation with other countries, especially with leading countries in photoresist technology. By sharing experience and resources, and strengthening exchanges and cooperation, China can narrow the gap with developed countries faster and improve independent research and development and production capacity.
In short, photoresist, as the basic raw material for chip manufacturing, is of great significance to China's semiconductor industry. Under the current international situation, China should seize the opportunity to strengthen the R&D and production of the photoresist industry, reduce the dependence on imported photoresist, promote the high-end development of China's chip industry, and realize the independent and controllable chip industry.