[Lithography Machine Solves Domestic Bottleneck Issue 01, Order Elasticity 1 to N Depends on Overall Equipment Supply Chain]

English summary

Lithography machine industry chain: tens of thousands of components, thousands of suppliers, working together to create high-end equipment. An ASML lithography machine contains 100,000 components, with main components including 11 modules such as measuring stage and exposure stage, laser, beam corrector, and energy controller. Besides domestic efforts to promote overall lithography machine integration, key components such as light sources, objective lens and illumination systems, dual workpiece stages, and immersion systems, along with supporting equipment for coating/developing and metrology inspection, are all growing rapidly. From the perspective of equipment and component manufacturers related to lithography processes, focus on 芯源微, 茂莱光学, 奥普光电, 福晶科技, 波长光电, 永新光学, 炬光科技, 腾景科技, 富创精密, 苏大维格, 旭光电子, 汇成真空, etc. For China's semiconductor industry, lithography machines solve the question of where the ceiling is, while etching, thin-film deposition, and metrology equipment are the main forces 'adding bricks and tiles.'…