光刻膠板塊大漲 晶圓廠加速導入本土產品獲印證
格隆匯6月1日丨光刻膠板塊大幅走高,南大光電大漲超11%,雅克科技、容大感光漲超7%,上海新陽、江化微、飛凱材料等漲幅居前。

昨日,國內光刻膠龍頭供應商之一的南大光電公吿,自主研發的ArF光刻膠產品繼2020年12月在一家存儲芯片製造企業的50nm閃存平台上通過認證後,近日又在邏輯芯片製造企業55nm技術節點的產品上取得了認證突破。南大光電自主研製的高端ArF光刻膠產品再次通過客户認證,印證了晶圓廠加速導入本土產品的説法。
受日本信越化學KrF光刻膠對我國多家晶圓廠限供或斷供影響,國內KrF光刻膠嚴重缺貨。天風證券昨日發佈研報稱,下游LCD產業向大陸轉移、集成電路成熟製程擴產顯着兩重因素為國產光刻膠企業提供發展土壤與市場空間。在加速進口替代的趨勢下,看好核心材料一體化+具備先發優勢的龍頭公司。
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