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拓荊科技(688072.SH):開發了應用於三維集成領域的先進鍵合設備及配套量檢測設備

格隆匯6月5日丨拓荊科技(688072.SH)在互動平臺表示,公司2025年一季度毛利率下降的主要原因是確認收入的產品中新產品、新工藝佔比較高,達到近70%,且這些新產品/新工藝在客戶驗證過程成本較高,致毛利率同比下降。 公司開發了應用於三維集成領域的先進鍵合設備及配套量檢測設備,包括晶圓對晶圓混合鍵合設備、晶圓對晶圓熔融鍵合設備、芯片對晶圓鍵合前表面預處理設備、芯片對晶圓混合鍵合設備、鍵合套準精度量測設備及鍵合強度檢測設備,其中,芯片對晶圓鍵合前表面預處理設備和芯片對晶圓混合鍵合設備主要應用於高帶寬存儲器(HBM)、芯片三維集成領域,目前芯片對晶圓鍵合前表面預處理設備已通過客戶驗證,實現量產,芯片對晶圓混合鍵合設備已獲得客戶訂單並出貨。

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