天嶽先進(688234.SH):公司將根據下游市場需求以及與客户的合作情況合理規劃8英寸產品的產能
格隆匯9月12日丨天嶽先進(688234.SH)接受特定對象調研時表示,公司是國內最早從事碳化硅半導體材料產業化的企業之一,具備技術領先的技術優勢和產業化能力。在碳化硅長晶方面,公司具有全自主的核心技術,實現了從2英寸到8英寸完全自主擴徑,從基礎原理到技術、工藝的深入積累。公司較早開展了8英寸產品製備。2022年初,公司已經實現了自主擴徑製備高品質8英寸襯底。同時,公司繼續在8英寸產品上做前瞻性探索,在2023Semicon論壇上,公司首席技術官高超博士報吿了公司核心技術及前瞻性研發情況,通過液相法制備出了低缺陷密度的8英寸晶體,屬於業內首創。目前下游市場還是以6英寸為主,8英寸產品是發展方向,未來一段時間內6英寸和8英寸產品並存。公司將根據下游市場需求以及與客户的合作情況合理規劃8英寸產品的產能,包括公司與英飛凌開展的合作,公司將向其提供8英寸產品以助力其未來向8英寸晶圓發展。
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