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KeMa Technology (301611.SZ): Key research and development breakthrough 12-inch electrostatic chuck, ultra-high purity silicon carbide kit
Gelonghui November 6th | Coma Technology (301611.SZ) stated on the investor interaction platform that based on the technical accumulation of advanced ceramic materials, the company plans to continue expanding applications in other areas such as chip packaging, such as ceramic substrates and tube shells. Currently, the company's ceramic substrate products are in the research and development trial stage. The company will further strengthen the industry chain's "neck-tying" product layout, focusing on the research and development breakthrough of 12-inch electrostatic chuck, ultra-high-purity silicon carbide kit, and further improve ceramic heaters, 8-inch electrostatic chuck, and other products, and accelerate their market application.
Kehua Technology (301611.SZ): In the first half of 2024, overseas revenue accounted for 11.62%, mainly from European and American customers
Kelma Technology (301611.SZ) stated on the investor interaction platform on November 1st that in the first half of 2024, overseas revenue accounted for 11.62%, mainly from European and American customers.
Kema Technology: Report for the third quarter of 2024
Kema Technology (301611.SZ): is a major core ceramic component supplier for shanghai microelectronics
Keoma Technology (301611.SZ) stated on the investor interaction platform on September 25 that the company is the main core ceramic component supplier of Shanghai Microelectronics, mainly supplying it with load-bearing fixed and finger pad ceramic products.
Kemai Technology (301611.SZ): Currently, the company's 12-inch electrostatic chuck is in the customer verification stage.
On September 24th, Kelma Technology (301611.SZ) stated on the investor interaction platform that according to public market information, there are currently no domestic companies in China that have made a breakthrough in 12-inch electrostatic chuck. The company's 12-inch electrostatic chuck under research is currently in the customer validation stage. The selling price and gross profit of ceramic material components are generally related to product size, technological content, and R&D difficulty. According to industry research in the prospectus, the conservative estimate of the global market size of electrostatic chucks in 2023 is between 36 to 4.2 billion RMB, with a conservative estimate in mainland China of 7 to 0.8 billion RMB. The company's main raw materials are sourced from the public market.
Kama Technology (301611.SZ): Currently, the company's revenue from the photolithography equipment sector is relatively low, with a relatively low profit margin.
Kema Technology (301611.SZ) stated on the investor interaction platform on September 12 that the company's advanced ceramic components are mainly used in the front-end processes of semiconductor manufacturing, covering etching, thin film deposition, ion implantation, lithography, and oxide diffusion equipment. The company is a major supplier of core ceramic components for mainstream domestic semiconductor equipment manufacturers such as Naura Technology Group, Advanced Micro-fabrication Equipment Inc. China, Topscan Technology, and Shanghai Microelectronics. Currently, the revenue from the lithography equipment sector accounts for a relatively small proportion of the company's overall revenue, with relatively lower profitability. Please be aware of the investment risks.
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