Kupihwa kwemafotomasks anodiwa pakugadzira wafer kuri kushomeka, uye mutengo uchawedzera neimwe 25% muna 2023.

Nhau muna Mbudzi 10, zvakanzi kupihwa kwemasks akakosha ekugadzira wafer kwave kusimba uye mitengo yakakwira nguva pfupi yadarika, uye makambani ane hukama akadai seAmerican Photronics, Japan Toppan, Great Japan Printing (DNP), uye masiki eTaiwan akazara orders.Iyo indasitiri inofanotaura kuti mutengo wemasiki uchakwira neimwe 10% -25% muna 2023 zvichienzaniswa ne2022 yakakwirira.

Zvinonzwisiswa kuti kudiwa kuri kuwedzera kwemafotomasks kunobva kune system semiconductors, kunyanya-inoshanda machipisi, emota semiconductors uye akazvimirira ekutyaira machipisi.Munguva yakapfuura, nguva yekutumira yemhando yepamusoro photomasks yaiva mazuva manomwe, asi ikozvino yakawedzerwa 4-7 nguva kusvika 30-50 mazuva.Ikozvino kusimba kwekupihwa kwemafotomasks kuchakuvadza kugadzirwa kwesemiconductor, uye zvinonzi vanogadzira chip dhizaini vari kuwedzera maodha avo mukupindura.Indasitiri inoshushikana kuti yakawedzera maodha kubva kune vanogadzira chip ichasimbisa kugadzirwa uye kukwidza mitengo yekutanga, uye kushomeka kwemotokari chip, iyo ichangobva kudzikiswa, inogona kuwedzera zvakare.

"Chips" mhinduro

Inotungamirwa nekukura nekukurumidza kwe5G, hungwaru hwekugadzira, Internet yeZvinhu uye mamwe maindasitiri, musika wepasi rose semiconductor uri kuwedzera uye kudiwa kwemafotomasks kwakasimba.Muchikamu chechipiri cha2021, purofiti yeToppan Japan yakasvika mabhiriyoni 9.1 yen, zvakapetwa ka14 pane zvenguva imwe cheteyo yegore rapfuura.Zvinogona kuoneka kuti musika wepasi rose wephotomask uri kusimukira zvakanyanya.Sechikamu chakakosha che semiconductor lithography process, indasitiri inozounzawo mikana yebudiriro.