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Longtu photomask (688721.SH): Currently undergoing process debugging and sample trial production for the third generation photomask products.
On December 20th, Gelonghui reported that Longtu Lithography (688721.SH) stated on its interactive platform that the company has been gradually ordering long-cycle equipment since the year before last. Starting from the first quarter of this year, major equipment such as related electron beam Lithography, dry etching, and high-end testing have been successively delivered; the company is currently conducting process debugging and sample trial production for the third generation of Lithography products. The specific progress depends on customer process matching, sample certification, and the cycle for starting small batch purchases. The company will announce any latest updates in a timely manner.
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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.