Industry News

In today's increasingly fierce global technological competition,Chips as the cornerstone of modern information technology,Its strategic position is becoming more and more prominent。China is one of the world's largest electronic product production bases,The demand for chips is increasing。However,In some key links of the chip industry chain,China still faces a serious dependency problem,Especially photoresist, a seemingly insignificant but crucial material。Photoresist is an indispensable part of the chip manufacturing process,Its technology is in the hands of Japanese companies,The United States tried to intervene in this market structure through diplomatic means.,This undoubtedly brings new challenges to China's semiconductor industry。

Photoresist:The invisible shackles of chip manufacturing

Photoresist,This name sounds a bit strange,In fact, it is an indispensable key material in chip manufacturing。It is mainly used in chip etching,Precise transfer of chip design patterns onto silicon wafers through photochemical reactions。This process requires extremely high precision,Any slight deviation may cause the chip performance to be greatly reduced or even scrapped.。therefore,The quality and technical level of photoresist are directly related to the final performance and yield of the chip.。

However,China is in a relatively weak position in this field.。The global photoresist market is highly concentrated,Japanese companies rely on their long-term technological accumulation and market advantages,Occupies nearly80%market share。This means,Once Japan bans the sale of photoresist to China,Will directly impact China's chip manufacturing capabilities,Causes a chain reaction to the entire semiconductor industry chain,Far-reaching impact。

US intervention:Game between allies

Facing China's rapid rise in the semiconductor field,The United States is feeling unprecedented pressure。In order to maintain its leadership in the global technology sector,The United States has begun to take a series of measures,Trying to curb the development of China's semiconductor industry。in,Using diplomacy to pressure allies to impose a technological blockade on China,One of its important strategies。

According to Bloomberg,The United States House of Representatives“Special Committee on China”Warning to Japan,If the ban on the sale of necessary equipment for chip production to China is not achieved,,Including photoresist,The United States will take further action,It may even impose sanctions on related Japanese companies。Behind this warning,The United States restricts Japanese semiconductor manufacturers from exporting lithography machines to China、Support attitude towards equipment such as photoresist,It is believed that this will not only have no negative impact on the Japanese economy,On the contrary, changes in the global semiconductor market may bring opportunities。

However,The US's claim is not flawless。Bloomberg pointed out,Although some high-tech companies' stock prices rose due to expected market changes,But these companies have not really gained the U.S.《CHIPS Act》Required subsidies。on the contrary,Subsidies flow more to companies like Intel、Samsung Electronics and other downstream manufacturers,To support its investment and production in the United States。This reflects the complexity and uncertainty of US policy implementation.,It also raised questions about the true intentions of the United States.。

What is the way out for domestic semiconductors??

Facing external pressure and technical bottlenecks,Domestic semiconductor industry must find its own way out。first,Strengthening independent research and development and innovation is the fundamental way。China should increase R&D investment in key materials such as photoresist,Encourage cooperation between enterprises and scientific research institutions,Breaking through technological blockades,Realize domestic substitution。at the same time,Through policy guidance and financial support,Cultivate a group of local photoresist companies with international competitiveness,Forming an independent and controllable industrial chain。

Secondly,Strengthening international cooperation is also an important way。Although the current international environment is complex and changing,However, scientific and technological cooperation remains an important force in promoting global scientific and technological progress。China can actively seek cooperation opportunities with other countries in the semiconductor field,Working together to address technical challenges,Achieve mutual benefit and win-win results。

Furthermore,Optimizing industrial layout and supply chain management is also key。China should further improve the layout of the semiconductor industry chain,Strengthening collaboration between upstream and downstream enterprises,Improve the overall competitiveness of the industrial chain。at the same time,Strengthen the risk assessment and early warning mechanism of the supply chain,Ensure national security and industrial development needs at critical moments。

at last,Maintaining strategic focus and patience are equally important。The development of the semiconductor industry is a long and complex process,Requires sustained effort and investment。China should strengthen its confidence,Maintain strategic focus,Not disturbed by short-term fluctuations,Unswervingly promote the development of the semiconductor industry。

Conclusion

Photoresist shortages and U.S. diplomatic pressure are just some of the challenges China faces on its path to semiconductor development.。Facing these challenges,China must maintain a clear mind and firm conviction,Adhere to the development path of combining independent innovation with international cooperation,Continuously break through technical bottlenecks and market restrictions,Promoting high-quality development of the domestic semiconductor industry。Only this,Only then can China remain invincible in the global scientific and technological competition,Provide solid scientific and technological support for the country's prosperity。