According to a report by China Economic News, several Japanese companies have effectively stopped exporting high-end photoresists to China, and the delivery cycle for regular products has also been significantly extended. This measure is being implemented in an "informal and enterprise-driven" manner, avoiding direct diplomatic conflicts and widely seen as a move to contain China's semiconductor industry.
From an industrial perspective, Japan holds over 90% of the global market share in high-end photoresists, and its supply changes directly affect the production rhythm of domestic wafer fabrication plants. In the short term, the mass production of advanced process chips in China will face inventory pressure; however, in the long term, this will also accelerate the technological iteration and domestic substitution process of domestic photoresist companies.
The deep integration and competition within the global semiconductor industry chain continue to persist, and any action by either side may trigger a chain reaction. Subsequent adjustments in the supply chain and breakthroughs in domestic technology are worth continuous attention.
Original article: toutiao.com/article/1854439174634762/
Statement: The article represents the views of the author himself.