1, the semiconductor manufacturing and packaging each link is inseparable from the chemicals. In recent years, according to Moore's law, chip integration, shrinking process node. Chip manufacturing process complexity ascending puts forward higher requirements on chemical new material. The structure of the semiconductor industry in China is constantly optimized, and the global industry is off to mainland China, the mainland semiconductor material growth is significantly higher than the global growth.
2, the semiconductor material is the weakest link of domestic chip production. Domestic technology is weak, the high-end product market is dominated by the United States, Japan, Europe, Korea, Taiwan a few international companies such as monopoly, it consumes most of the domestic product is low, basic is less than 30%, mainly rely on imports.
3, semiconductor materials for golden development. In recent years, our country's support for the semiconductor industry has been transformed into policy and funding level of mutual support. In recent years, the chip industry rapid development, led to the demand for semiconductor materials. Domestic chip manufacturing and assembly enterprise technology innovation, began to have the ability to help manufacturers breakthrough.
Semiconductor materials businesses, upstream, gradually moving towards high-end products.
4, the main chemical photoresist, silicon wafers, CMP, high-end products by foreign monopoly electronic gases, as downstream demand has increased, broad market space, import substitution is an inevitable trend.