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盛美上海(688082.SH):Tahoe預計今年將會有大的訂單量增加
格隆匯 06-02 18:55

格隆匯6月2日丨盛美上海(688082.SH)於2023年5月參與分析師會議或公開的電話會議,問答環節中,就“請問公司去年和今年清洗設備裏面的TEBO和Tahoe銷售情況如何?並且現在存在一些卡脖子的環節,TEBO的應用瓶頸相比從前是否更多?”,公司回覆稱,TEBO的清洗技術優勢主要在於兆聲波無破壞清洗,這個技術不光可以用在邏輯製程也可以用在存儲製程,此外TEBO還有一個特點,必須和乾燥技術相連接,現在主要的兩種乾燥技術,高温的IPA和超臨界CO2,這兩個技術公司現在都有,它們和TEBO搭配在一起將形成獨特搭檔,三者同時擁有的只有盛美一家,希望在未來公司能給國內客户提供一個較為先進的方案,同時希望這個方案在國內驗證後能打入國際市場。

Tahoe預計今年將會有大的訂單量增加,它主要的優點在於和單片相比可以將硫酸的使用量大幅度減少,這是市場客户非常感興趣的地方,並且這個概念還可以用在別的應用上,算是中國設備公司在全世界的首次發明,希望其不僅在國內市場進行擴展也能在國際市場進行擴展,為全球的半導體生產工藝貢獻力量。

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