至純科技(603690.SH):與高純氣體相關的業務包括高純氣體設備及系統、大宗氣體
格隆匯6月4日丨至純科技(603690.SH)在投資者互動平臺表示,公司與高純氣體相關的業務包括高純氣體設備及系統、大宗氣體,均可用於客戶12英寸28納米及以下產線。據公司統計,2016-2024年中國大陸主流12寸晶圓廠41次特氣中標結果中,公司氣體設備及系統的市佔率是48.8%,在爲諸多一線12寸晶圓廠服務的過程中,公司積累了大量的技術和經驗,有效替代並改變了原先由境外公司壟斷的供給格局。 公司大宗高純氣體業務是緊鄰客戶晶圓廠設計建設大宗氣站,爲用戶提供一對一的至少15年的高純大宗氣體供應,氣體種類主要包括氮氣、氫氣、氧氣、氬氣、氦氣、二氧化碳等,需24小時不間斷供應,純度波動需控制在十億分之一(ppb)級別。根據客戶產線運行情況定期收取固定租賃費用及氣體用量費用,具體視協議約定情況而定。由公司投資和設計建設的國內首座完全國產化的12英寸晶圓對應28納米的大宗氣體供應工廠指標完全達標,從2022年初至今持續穩定運行,成功打破了半導體級大宗氣由國際供應商壟斷的格局,實現了該製程節點國內自主大宗氣站零的突破。目前公司第二座大宗氣站於2024年上半年已開始爲客戶提供供氣服務。
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