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光刻膠板塊高開 華為投資光刻機公司
格隆匯 06-07 09:33
格隆匯6月7日丨光刻膠板塊開盤大漲,永太科技逼近漲停,容大感光漲6%,南大光電、晶瑞股份等高開。華為旗下的哈勃投資公司開始投資光刻機領域,入股了由中科院微電子所控股的北京科益虹源公司。科益虹源主要業務是光刻機中的三大核心技術之一的光源系統,是國內第一、全球第三的193nm ArF準分子激光器企業。天風證券表示,我國低端光刻膠領域基本實現國產化,但是在芯片用 EUV 等中高端產品上,仍處於起步階段,與日本企業有較大差距。光刻膠的崛起有望帶動國產光刻機的進步,實現協同發展。

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