Favored Tech: Positioning as Sole Core Equipment Consumable for DUV Lithography Machines, Huge Localization Space!

English summary

### Favored Tech: Positioning as Sole Core Equipment Consumable for DUV Lithography Machines, Huge Localization Space!

Time: 2026-07-29 13:23:43

Content: Lithography machine localization is a clear strategic trend and also the direction with the lowest penetration rate and largest theoretical space in semiconductor equipment localization. Recent communication with ASML revealed that EUV product order scheduling is already two years out. Key attention can be paid to Favored Tech, whose immersion DUV lithography machine coating is in a sole domestic supply position. It is the only domestic supplier of immersion DUV lithography machine-related coatings, having successfully broken the overseas monopoly. The company exclusively masters organic-inorganic hybrid formulation technology, solving the industry problem of coexistence of superhydrophobicity and UV resistance, and can prepare 100-nanometer semiconductor-grade flatness coatings. No other domestic manufacturer can achieve this technology.