Xov xwm rau lub Kaum Ib Hlis 10, nws tau tshaj tawm tias cov khoom siv lub ntsej muag tseem ceeb rau kev tsim cov wafer tau nruj thiab cov nqi tau nce tsis ntev los no, thiab cov tuam txhab muaj feem cuam tshuam xws li American Photronics, Japanese Toppan, Great Nyiv Printing (DNP), thiab Taiwan lub qhov ncauj qhov ntswg yog tag nrho. xaj.Kev lag luam kwv yees tias tus nqi ntawm lub qhov ncauj qhov ntswg yuav nce ntxiv 10% -25% hauv 2023 piv nrog rau 2022 siab.
Nws tau nkag siab tias qhov kev thov nce siab rau photomasks los ntawm qhov system semiconductors, tshwj xeeb tshaj yog cov chips ua haujlwm siab, automotive semiconductors thiab autonomous tsav chips.Yav dhau los, lub sij hawm shipping ntawm high specification photomasks yog 7 hnub, tab sis tam sim no nws yog lengthened 4-7 zaug rau 30-50 hnub.Cov khoom siv nruj tam sim no ntawm photomasks yuav ua mob rau cov khoom siv semiconductor, thiab nws tau tshaj tawm tias cov tuam txhab tsim cov chips nthuav dav lawv cov lus txib hauv cov lus teb.Kev lag luam tau txhawj xeeb tias kev txiav txim siab ntau ntxiv los ntawm cov neeg tsim khoom siv yuav ua kom nruj ntau lawm thiab ua rau cov nqi tsim khoom, thiab cov khoom siv hluav taws xob tsis txaus, uas tsuas yog tsis ntev los no tau yooj yim dua, tuaj yeem ua phem dua.
"Chips" lus
Tsav los ntawm kev loj hlob sai ntawm 5G, kev txawj ntse txawj ntse, Internet ntawm Yam thiab lwm yam kev lag luam, lub ntiaj teb semiconductor kev lag luam yog booming thiab qhov kev thov rau photomasks muaj zog.Hauv lub quarter thib ob ntawm 2021, Toppan Nyiv cov nyiaj tau los tau nce mus txog 9.1 billion yen, 14 npaug ntawm tib lub sijhawm ntawm xyoo dhau los.Nws tuaj yeem pom tau tias lub lag luam photomask thoob ntiaj teb tab tom txhim kho tsis tshua muaj zog.Raws li ib feem tseem ceeb ntawm cov txheej txheem semiconductor lithography, kev lag luam tseem yuav ua rau txoj hauv kev loj hlob.
Post lub sij hawm: Nov-16-2022