盛美上海(688082.SH):明年公司PECVD設備預計有多家客户
格隆匯12月21日丨盛美上海(688082.SH)披露投資者關係活動記錄表顯示,PECVD設備有1台即將送入客户端,明年,公司PECVD設備預計有多家客户,其中有存儲客户、也有邏輯客户。公司PECVD設備具備完全自主的知識產權,具備差異化技術路線。無論國內及國際市場,客户都需要具備差異化技術的設備,只有具備差異化技術,才能夠和全球第一梯隊的企業比肩前行。
公司Track設備目前在客户端驗證進展順利,預計在明年年中有望完成與光刻機的對接工藝測試;此外,公司也在不斷拓展新客户,目前有多家客户在洽談。明年公司將聚焦KrF設備進入市場,同時公司也將研發浸沒式ArF設備。
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