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There's Reason For Concern Over Shenzhen Longtu Photomask Co., Ltd.'s (SHSE:688721) Massive 52% Price Jump
Lontu Optical Mask (688721.SH): Zhuhai's fundraising project is expected to achieve small-scale trial production of third-generation semiconductor masks by the end of this year.
Longtu Optical Mask (688721.SH) stated during a specific survey that the Zhuhai fundraising project is expected to achieve small-scale trial production of third-generation semiconductors masks by the end of this year, with stable mass production expected by 2025, and planning has already started for the 28nm process node. Breaking through to higher process nodes presents the main challenges: (1) With the continuous improvement of semiconductor processes, the requirements for masks are becoming more demanding. Therefore, third-generation semiconductor masks have higher requirements for minimum line width, positional accuracy, CD accuracy, defect control, etc., posing great process difficulties and high technological barriers. (2) In
Longtu Optical Mask (688721.SH): The Zhuhai fundraising project is currently in the process validation and customer sampling stage.
Longtu Guangzhao (688721.SH) stated during a specific research with designated objects on October 28th that the Zhuhai investment project is currently in the process of process verification and customer sample delivery. The main production equipment including electron beam lithography, dry etching, and testing have all been installed and debugged at the factory, with small-scale trial production planned for the fourth quarter. The company has conducted research and reserves on the technology of third-generation semiconductors masks, including research on PSM mask data processing technology, precise alignment research for secondary lithography, research on secondary coating and baking processes, research on PSM phase shift mask grayscale detection methods, etc., involving third-generation mask templates.
Longtu Guangzhao (688721.SH): Shenzhen currently has no plans to expand production.
Longtu Optical Mask (688721.SH) stated during a specific investor briefing on October 28 that the company's main production capacity is currently concentrated in its Shenzhen factory, with a capacity utilization rate of 82.63% in 2023. After the completion of the fundraising project at the Zhuhai factory, the production of third-generation semiconductors photomasks is expected to reach 0.018 million pieces. There are currently no plans for expansion in Shenzhen, but future decisions on expansion will depend on the overall market situation, including the possibility of expansion in Zhuhai.
Shenzhen Longtu Mask Co., Ltd. Report for the Third Quarter of 2024
Longtu Optical Mask (688721.SH) released its performance for the first three quarters, with a net income of 71.5689 million yuan, a year-on-year increase of 14.41%.
Longtu Light Shield (688721.SH) released the third quarter report of 2024, with revenue in the first three quarters of the company reaching...
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