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光刻膠概念板塊大幅走強 海外大廠斷供 國內多家企業加速導入本土光刻膠
格隆匯 05-27 09:43
格隆匯5月27日丨光刻膠概念板塊大幅走強,廣信材料漲停,晶瑞股份大漲超10%,南大光電漲近8%,容大感光漲超6%,強力新材、上海新陽、飛凱材料、雅克科技等集體上漲。據媒體消息稱,由於日本信越化學KrF光刻膠產能不足等原因導致中國大陸多家晶圓廠KrF光刻膠供應緊張,部分中小晶圓廠KrF光刻膠甚至出現了斷供,多家晶圓廠正在加速驗證導入本土KrF光刻膠。行業人士表示,國內多家晶圓廠將會面臨KrF光刻膠大缺貨的處境,目前大陸多家晶圓廠正在加速驗證導入本土廠商彤程新材子公司北京科華的KrF光刻膠。此外,今年年初以來半導體光刻膠供應極為短缺,光刻膠關鍵材料稀釋劑從4月份價格提高50%,這也進一步傳導至光刻膠價格上漲。

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