Everbright Securities - Semiconductor Materials Industry Follow-up Report

Research report summary: ◆ What is a CMP polishing pad. Chemical-mechanical polishing CMP is a key process for flattening the wafer surface in integrated circuit manufacturing. Polishing liquid and polishing pads are the core raw materials of the CMP process. The working principle of CMP is that at a certain pressure and in the presence of polishing liquid, the polished wafer moves relative to the polishing pad. Through the highly organic combination between the mechanical grinding action of nano-abrasives and the chemical effects of various chemical reagents, the polished wafer surface meets the requirements of high flatness, low surface roughness, and low defects. ◆CMP polishing pads may be the best semiconductor material circuit to expand

光大证券Jul 20, 2020 08:05

Semiconductor materials industry - Tianke Heda introduction: leading domestic SIC chip manufacturer

Application areas of silicon carbide devices Due to its excellent physical properties, silicon carbide devices are mainly used in medium to high voltage electrical scenarios Silicon carbide device application fields Silicon carbide industry chain upstream silicon carbide wafers and device producers have maintained their lead. Domestic manufacturers are gradually entering the silicon carbide substrate market size Silicon carbide substrates are divided into conductive and semi-insulating types according to conductivity, and are divided into 4-inch and 6-inch silicon carbide device market size according to mainstream sizes. The main components manufactured by silicon carbide wafers include radio frequency and power devices. Yole expects the global market size of silicon carbide RF devices to reach 25 billion US dollars in 2025, with a GAGR of 8% from 2018 to 2025

中信证券股份有限公司Jul 20, 2020 00:00

川财证券--材料行业日报:6月电解铝产量同比增0.8%【行业研究】

金融界Jul 17, 2020 08:34

Chuancai Securities--Materials Industry Daily: Copper Ore Supply Contraction Expectations Are Gradually Implementing [Industry Research]

[Research Report Summary] On July 15, 2020, the Shanghai Composite Index closed at 3361.30 points, down 1.56%; the SZSE Index closed 13734.13 points, down 1.87%; and the Wind Materials Industry Level 1 Index closed at 4031.26 points, down 2.05%. Among them, the top three companies that rose in the non-ferrous metals industry were: Antai Technology (000969, +5.49%), ST Mengzhou (600255, +5.41%), and Platinum New Materials (300811, +3.01%). Voting results for Chile's Centinela copper mine landed, 94.7%

金融界Jul 16, 2020 09:42

Chuancai Securities - Materials Industry Daily: From January to June, China's iron ore imports increased 9.6% year-on-year [Industry Research]

[Research Report Summary] On July 14, 2020, the Shanghai Composite Index closed at 3,415 points, down 0.83%; the SZSE Index closed 13,996 points, down 1.08%; and the Wind Materials Industry Level 1 Index closed at 4115 points, down 1.25%. Among them, the companies with the top three increases in the steel industry were: Huangang Special Materials, Bayi Steel, and Valin Steel, and the top three companies with declines were Shougang Co., Ltd., Pangang Vanadium and Titanium, and Xining Special Steel. On the industry side, due to the impact of the short-term rainy season, spot steel trading is stable but confidence is fair. The market is waiting for demand to fully recover after the end of the rainy season in mid to late July. Hangzhou thread inventory continues to rise to 1

金融界Jul 15, 2020 08:28

Chuancai Securities - Materials Industry Daily: The operating rate of copper refining rod companies fell 1.7 percentage points month-on-month in June [Industry Research]

[Research Report Summary] On July 13, 2020, the Shanghai Composite Index closed at 3443.29 points, up 1.77%; the SZSE Index closed 14149.14 points, up 3.50%; and the Wind Materials Industry Level 1 Index closed at 4167.59 points, up 3.84%. Among them, the top three companies in the non-ferrous metals industry were: Jixiang Co., Ltd. (603399, +10.05%), Suotong Development (603612, +10.02%), and Shengtun Mining (600711, +10.02%). The South American epidemic continues to ferment, and market concerns about copper ore supply have intensified. Recently, copper

金融界Jul 14, 2020 09:01