Earlier, some analysts said that Japan and South Korea’s controversy surrounding semiconductors and panel materials may benefit Chinese companies. This is not impossible.According to Korean media reportsSamsungSK hynix has begun testing and verifying hydrogen fluoride materials imported from China..
Fluorine Polyimide is mainly used to control three materials supplied to Korea in Japan.OLEDPanel production and photoresist are the core materials in semiconductor manufacturing. High-purity hydrogen fluoride (Eatching Gas) is also commonly used in semiconductor process production. It is used for etching and cleaning. There are about 50 processes involved in more than 700 semiconductor processes. Hydrogen fluoride.
Among the first two materials, Japanese companies are almost monopolized. In particular, EUV-level lithography machines do not have many companies outside Japan, and hydrogen fluoride imported from Japan accounts for 43.9% of South Korea, and high-purity hydrogen fluoride for semiconductor manufacturing is almost It is also 100% imported from Japan.
However, hydrogen fluoride may still be a breakthrough. South Korean media reported that SK hynix has begun testing high-purity hydrogen fluoride materials supplied by South Korea's Soulbrain, which is a hydrogen fluoride raw material imported from China.
In addition to SK Hynix, Samsung is also reported to have used SoulBrain's hydrogen fluoride materials in its semiconductor manufacturing facilities.
In addition, the news said that Samsung recently placed a large number of orders in the semiconductor factories in Xi'an, China, and Austin, Texas, USA to obtain high-purity hydrogen fluoride supply.
However, as mentioned before, the semiconductor process is extremely complicated. It takes a long time to verify any material. It is time-consuming and labor-intensive to replace the material, which is not a short time.