When Huaxia netizens and friends from all walks of life were attracted by the various new factory construction plans of the Nanshan system, Nanshan Chemical ushered in an important breakthrough.

"Mr. Cao, our EUV photoresist has been successfully developed, and it will enter mass production as soon as next month."

Lai Yuanhong came to Cao Yang's office in a very good mood and personally reported the important breakthrough of Nanshan Chemical.

The Spring Festival is coming soon, and Nanshan Semiconductor is still worried about whether there is photoresist for its own use after the New Year.

Now Nanshan Chemical has successfully completed the EUV photoresist, coupled with other types of photoresist that have been broken through in the past, it can be said that the photoresist problem that plagued Nanshan Semiconductor has been completely solved.

The next step is not only to meet their own photoresist needs, but also to consider promoting it to all semiconductor companies in China for use.

The good days of photoresist companies in the United States and Dongying are about to be completely gone.

"Has the performance of our own photoresist been compared to similar products from companies such as JSR?"

Although Cao Yang is very confident in the performance of the EUV photoresist he personally participated in, the specific test work is still led by Lai Yuanhong.

So I definitely have to ask about it.

In case there are some problems in the process of using Nanshan Semiconductor, the loss will be very huge.

"Our sensitivity is a little bit lower than JSR's, but the contrast is higher than theirs."

"In terms of etching ratio, it is basically the same level as theirs, and the exposure tolerance is basically the same, but there is still room for improvement."

Lai Yuanhong introduced the main performance indicators at once.

Sensitivity is a measure of the speed of exposure.

The higher the sensitivity of the photoresist, the smaller the exposure dose required.

Although the sensitivity of the EUV photoresist produced by Nanshan Chemical is slightly lower than that of JSR, it does not affect the use, it is nothing more than to consume a little more photoresist.

The contrast directly affects the resolving ability of the glue.

The steepness of the photoresist transition from the exposed to the non-exposed area, the better the contrast, and the steeper the sidewall that forms the pattern, the better the resolution.

Nanshan Chemical's performance in this regard is obviously very good.

As for the etching ratio, this performance is usually expressed as the ratio of the speed of the etching glue to the speed of etching the substrate material, also known as the selection ratio.

For example, if a photoresist has an etching resistance ratio of 10 to silicon, this means that when the rate of etching silicon is 1 μm/min, the etching speed of the photoresist is only 100 nm/min.

The etching resistance ratio also determines how thick the adhesive layer is needed to achieve a certain depth of etching of the substrate.

As for the exposure tolerance, Nanshan Chemical can achieve a level similar to JSR as soon as it comes up, which is not easy.

What is the significance of this indicator?

The exposure dose used in lithography deviates from the optimal exposure dose, and a good graph is still obtained, indicating that this photoresist has a large exposure tolerance.

Normally, photoresist has an optimal exposure dose, which should be consistent across the entire wafer pack surface and as close to the optimal exposure as possible.

However, in the actual production process, due to the influence of the external environment, there will inevitably be a deviation in the dose.

Adhesives with high exposure tolerance are less affected by fluctuations or unevenness of exposure energy, and are more suitable for production needs.

Therefore, this indicator is good, which is very meaningful for Nanshan Semiconductor.

Otherwise, if your photoresist has high process requirements, it will lead to lower yield and higher production costs.

"In this way, after our EUV photoresist is produced, it can immediately start to replace similar products from JSR and other manufacturers?"

This issue is Cao Yang's greatest concern.

After all, as a boss, you must value the result.

In the case of good results, focus on the process.

Otherwise, there will be no good results, and nothing will be meaningless.

"Yes, other indicators, whether it is thermal fluidity or swelling performance, viscosity and shelf life, are no worse than others."

"At that time, we can form a full range of photoresist production for chip production, so that imported photoresist will slowly withdraw from the Chinese market."

"In the next step, we can even further develop other types of photoresists such as photoresists for LCD displays, so that the capacity of our production line can be fully utilized."

Many products in Huaxia do not have no production capacity at all, but if there are not enough orders or the market is very small, then there is no economy.

For example, some photoresists have actually been produced in laboratories by universities or research institutes before.

However, the defect rate is relatively high, and large-scale production requires investment in specialized equipment.

And the price of these devices is not cheap.

Before they are sure that their photoresists can be sold on a large scale, many companies are afraid to invest.

Not to mention that these universities or research institutes are already short of money.

It's good to be able to write a paper with the funds you apply for every year.

Where is there so much money for you to industrialize?

After all, chemical materials are not the same as machinery.

Whether you are good or bad, sometimes it is not so intuitive.

And whether you're good or bad, it's often hard to believe that you're better than the traditional giants.

"Now that we've got the photoresist done, let's be bold and produce."

"Nanshan Semiconductor is still building new chip factories, and some other semiconductor companies also have a demand for photoresist."

"At that time, whether it is a high-end EUV photoresist or a relatively low-end product, it can be produced."

"After all, ninety percent of photoresist is now imported from Dongying and the United States, even if it is a low-end product, the profit margin is relatively high."

In the past, when producing various products, Cao Yang often chose to produce high-end products, leaving low-end ones to other companies to do.

After all, you can't eat alone in any industry, and that often doesn't end well.

However, this time the situation with photoresist is different.

Although there are some domestic enterprises that produce it, most of the photoresists they produce are used in other industries, and very few in the field of chip processing.

Therefore, even if it is a relatively low-end forehead photoresist, it is also produced by those companies in Dongying.

And the low-end is also relative, the price of high-end photoresist is 10,000 yuan a liter, but the low-end is also a few hundred yuan to thousands of yuan a liter.

And these things are essentially some chemical materials, after large-scale industrial production, in fact, the cost may be less than 100 yuan a liter.

This is also based on the fact that people provide employees with ultra-high welfare benefits and the cost of various high-end environmental protection equipment.

Otherwise, it can be even lower.

Therefore, if Nanshan Chemical goes to produce these photoresists, the cost is not a matter of five or three discounts compared with the current market price, but only a few tenths of a discount.

Especially high-end EUV photoresists, which can really be produced at a fraction of the cost.

Therefore, JSR sells for 10,000 yuan a liter, and Nanshan Chemical Pharmaceutical sells for 5,000 yuan a liter, and you can make a lot of money.

In this case, the photoresist business can definitely be done well.

The scale of the semiconductor industry in the future will definitely get bigger and bigger, and the demand for photoresist will also increase.

The benefits behind this are not small at all.

"I will first invest in a new production line according to the current planned production line, and then I will communicate well with Nanshan Equipment, and then invest in a large-scale automated production line in the second half of the year to improve our production capacity and production efficiency."

"At that time, the photoresist produced by our family may be able to meet most of the domestic market demand."

Cao Yang agreed that Nanshan Chemical would launch a new photoresist project as soon as possible, and Lai Yuanhong would naturally not be polite.

He is ready to eat this market, so that the companies that blocked Nanshan Semiconductor will all regret it.

"Remember to do a good job of publicity, so that other chip companies also know that we have conquered all the photoresist products for chip production, and the United States and Dongying want to jam our necks, and they are going to die."

The aroma of wine is also afraid of deep alleys.

Not to mention the propaganda that Nanshan Chemical has done a good job of photoresist, it can hit the people who are waiting to see Nanshan Semiconductor's jokes, even if it is to make Nanshan Chemical better sell photoresist, it has to be well promoted.

The related enterprises of the Nanshan system can enjoy unique advantages in the field of publicity.

Whether it is Weibo or Huaxia TV and other influential platforms, they are very partial to the enterprises of the Nanshan system.

Of course, this is also because the enterprises of the Nanshan system are very competitive and worthy of this preference.

Otherwise, many platforms have to consider whether to avoid suspicion.

With the information that Nanshan Chemical and Nanshan Semiconductor released on the official Weibo to overcome EUV photoresist technology and comprehensively solve the risk of photoresist products being stuck, Cao Yang took the lead in forwarding it.

This information immediately became a hot search in a short period of time.

Even many celebrities in the Chinese entertainment industry reposted Cao Yang's Weibo and then liked it.

If you are a little more knowledgeable, you should also write two comments to praise this matter.

This made many celebrity fans a little confused.

After all, there are many young people who don't pay much attention to photoresist.

Now their idols suddenly forwarded the content related to photoresist, so they hurriedly went to Du Niang to check what photoresist was and what it was used for.

Then this check, naturally we will know the importance of Nanshan Chemical's photoresist.

In the future, overseas material giants want to card Huaxia's neck, and there is one less tool.

That's a great thing.

However, this is a great thing for Nanshan Chemical and Nanshan Semiconductor.

For JSR, it's like the sky is falling.

"President, Nanshan Chemical officially announced today that it has mastered EUV photoresist technology, so that they have formed a full range of photoresist products such as g-line photoresist, i-line photoresist, KrF photoresist, ArF photoresist, and EUV photoresist."

"This is an absolutely catastrophic outcome for our company."

Saitomon came to Kawahashi's office with a worried face.

Although JSR's product line is relatively extensive, photoresist is only one of their many products.

However, photoresist is the main source of profit for JSR, and now that the profits of this area are facing a huge threat, they are naturally very worried.

"It's not surprising that they can produce EUV photoresists in the lab."

"But that doesn't mean they can produce consistent photoresists on a large scale, right?"

With his understanding of Huaxia material enterprises, Chuanqiao Xinfu put forward his own views.

This time, however, Saito did not agree with his views.

"President, if it is an ordinary Chinese enterprise, then it is likely that it can indeed develop new materials in the laboratory state, but there is no way to mass produce them on a large scale."

"But Nanshan Chemical is different, behind it is Nanshan Equipment, the largest equipment manufacturer in China."

"Therefore, for many enterprises, the more difficult equipment and process problems are not a big problem in front of Nanshan Chemical."

"As far as I know, all the equipment used in Nanshan Huaxia's photoresist production line is purchased from Nanshan Equipment or other equipment manufacturers in Huaxia through Nanshan Equipment."

As soon as Saitomon said this, Kawahashi's face couldn't help but change.

If Nanshan Chemical really has the ability to mass-produce EUV photoresists and other products, then it will be a big problem for JSR.

In the future, if you want to make money in the Chinese market, I am afraid it will be very difficult.

"You immediately fly to China and visit all the major customers with our agents."

"Tell them that the price of our various photoresist products will be reduced by 20% from next month."

"But hopefully they can sign a long-term supply agreement with us, so that it is easier for us to arrange production capacity."

Kawahashi did not hesitate, and once he realized the threat posed to him by Nanshan Chemical, he immediately asked Saitomon to adjust the price of the product.

In his opinion, Nanshan Chemical's photoresist has just been developed, and there is no advantage in terms of amortization of R&D costs, amortization of new equipment, or product defect rate.

Therefore, as long as JSR's photoresist can reduce the price, most customers will still consider continuing to cooperate with them.

"Is it just a 20% price reduction?"

"According to the production level of Chinese enterprises in the past, once a material or equipment is converted from imported to domestic, it can generally be reduced by about half, or even more."

Saitomen is relatively clear about the production cost of its own photoresist products.

After the 20% price reduction, the profit margin is still very good.

Therefore, he actually wants to make the price reduction a little bigger, and directly make a 7% or 6% discount, so as to better cope with the impact of Nanshan Chemical.

However, Kawahashi was a little reluctant to make the profits.

So I wanted to give it a try first.

"The price reduction should be taken step by step, if it is directly sold at a five-percent discount, then the price of Nanshan Chemical will still be cheaper than mine, so how should we take it?"

"Besides, it is not an overnight thing for chip manufacturers to replace photoresist."

"They need to run all sorts of experiments to make sure that the other party's photoresist is really okay before they consider switching."

"I think this cycle will take a few months."

"So we can also wait and see for a while before we consider whether to reduce prices further."

Kawahashi was convinced that even if Saitomon had a different opinion, he could only suppress it first.

But then he immediately followed Kawahashi's instructions and began to contact Huaxia's customers.

"Mr. Yang, I just heard from the people on the procurement side that the photoresist we purchased from JSR can be reduced by 20% from next month."

"But we are required to enter into long-term purchase agreements for at least the next three years."

"Otherwise, there is no way to take advantage of this discounted price."

Yang Bingning has always been very concerned about various movements in the Huaxia chip industry.

Nanshan Chemical has handled the photoresist matter, making the photoresist blockade of Nanshan Semiconductor by the United States and Dongying meaningless.

Such an important news in this industry, he naturally noticed it as soon as possible.

On Nanshan Semiconductor's side before, Zhang Jing also personally called him to communicate about borrowing a part of the photoresist, but in the end he was rejected by SMIC.

Therefore, Yang Bingning reacted more to the fact that Nanshan Chemical produced all the photoresists used in chip processing.

"The specific situation of the photoresist on Nanshan Chemical's side, has the procurement side figured it out?"

Wang Anguo has no way to make a decision right away.

After all, if they sign a purchase agreement for at least three years, if the market price of photoresist falls sharply, then they will lose a lot.

But if you don't sign it, you will have to buy it at the current price, or even higher, and this is definitely not the situation that Wang Anguo wants to see.

So at this time, it becomes very important to figure out the situation.

"Because our relationship with Nanshan Semiconductor is more sensitive, the procurement department does not dare to take the initiative to contact directly, and wants to listen to the company's opinions."

As soon as Yang Bingning said this, Wang Anguo was immediately unhappy.

The people in the purchasing department, this is an inaction.

"Let's see if we can get Nanshan Chemical to give us the performance data and quotation of the relevant photoresist, otherwise how do we know if we want to use it?"

The tide is over!

The United States and Dongying have used so many means to block the development of Nanshan Semiconductor, and Wang Anguo feels that it will be more difficult to block it in the future.

In this case, whether SMIC still has to keep a distance from Nanshan Equipment and Nanshan Semiconductor needs to be carefully measured.

At that time, other semiconductor manufacturers are using Nanshan equipment and Nanshan Chemical's products, but SMIC will not use them.

Then there is no advantage in terms of production cost and equipment investment cycle, maintenance cycle, maintenance cost, etc.

This is certainly not the situation Wang Anguo wants to see.

"Then I'll find out first, and then see how to answer the conditions on the JSR's side."

After Yang Bingning finished speaking, he immediately began to arrange the work of the purchasing department.

Along with JSR's actions, Shin-Etsu Chemical, Sumitomo Chemical, Fujifilm, Tokyo Oika, and DuPont also made similar moves.

On the one hand, they communicate with international customers to ensure that they do not easily replace themselves.

On the other hand, they communicated with agents in Huaxia to lower the shipping price of their photoresist.

And this time, most manufacturers are following the rhythm of JSR and reducing prices by about 20%.

With such a consistent behavior, if they hadn't done any communication before, Cao Yang would definitely not believe it.

However, although such a traditional photoresist manufacturer has lowered the price of photoresist, Nanshan Chemical has done it more ruthlessly.

Lai Yuanhong directly announced the product parameters, MOQ and starting price of various photoresists of Nanshan Chemical.

These price lists are proactively sent to the corresponding customers and prospects through the salesperson.

JSR, Shin-Etsu Chemical, Sumitomo Chemical, Fujifilm, Tokyo Oika, DuPont and other manufacturers or their agents naturally paid attention to this price change for the first time.

"President, Nanshan Chemical has really made a move, and their current official price is 50% off our previous price."

"This is still the price officially announced to the public, in fact, after negotiating with them, if the purchase volume is relatively large, the price can be reduced by a certain percentage on this basis."

"Shall we follow or not?"

Saito Gate is very entangled right now.

If the price of their photoresist in Huaxia drops by 50%, although it will not lose money, the profit will really not be so high.

After all, their profits are also to be paid to the agents.

But if he didn't follow, he felt that in half a year at most, JSR's market share in the Chinese market would plummet.

"Follow, definitely follow!"

"Do we have any other choice?"

Kawahashi was convinced that Nanshan Chemical was now directly selling Wang Bang.

A new product has just been launched, and the costs cannot be very low.

The price of 50% discount should basically be the cost price of Nanshan Chemical.

Of course, this is only the cost price that he thinks it is.

"What if Nanshan Chemical continues to reduce prices at that time?"

"Shall we follow or not?"

Saitomon felt that he still had to say what he was worried about.

lest you be more passive later.

"While Nanshan Chemical's photoresists have not yet been used by other customers on a large scale, we must strangle them in the cradle."

"As long as our products can not lose money, even a small loss, we can continue to reduce the price."

"As long as Nanshan Chemical's photoresist products are killed, you can continue to earn money back by raising prices in the future."

With this instruction from Kawahashi Shin, Saitomon immediately took action.

As a result, a bloody storm was immediately set off in the photoresist market.

And Nanshan Chemical will definitely not compromise at this time.

Fight a price war.

It's something they're not afraid of at all.

Whether it is Lai Yuanhong or Cao Yang, I don't believe that the production cost of JSR and other companies can be lower than that of Nanshan Chemical.

Therefore, after a period of struggle, it will definitely not be able to persevere.

When the time comes, JSR, Shin-Etsu Chemical, or other photoresist giants will be defeated.

Even the price reduction of JSR is the first to impact these peers.

It can be said that Nanshan Chemical's Spring Festival gift directly hit a large number of photoresist manufacturers.

(End of chapter)