As the author predicts, in recent years, with the acceleration of the process of domestic semiconductor autonomy, the material and equipment side has made a great breakthrough, at the same time, for materials and equipment manufacturers, the same is true for their supply chain end, especially in the field of equipment, the current domestic semiconductor equipment leading enterprises have made great achievements in the field of segmentation, which has also led to the development of their suppliers.
Driven by capital benefits, the above-mentioned semiconductor equipment parts manufacturers have logged into the capital market, in fact, from semiconductor equipment manufacturers to parts suppliers, the A-share secondary market has long begun to speculate. With the growing strength of domestic companies such as Northern Huachuang and Zhongwei Company, it will undoubtedly quickly promote the rapid development of the domestic semiconductor equipment parts industry, and the localization of parts and components has still become a trend, and since this year, the industrial mother machine industry is the best case.
Recently, according to the inquiry of Jiwei Network, it was learned that the semiconductor equipment parts manufacturer Shenyang Fuchuang Precision Equipment Co., Ltd. (hereinafter referred to as "Fuchuang Precision") intends to log on to the Science and Technology Innovation Board for listing!
Semiconductor equipment parts supplier Fuchuang Precision plans to go public: customers include North Huachuang / Zhongwei Company
It is understood that Fuchuang Precision's products are semiconductor equipment, pan-semiconductor equipment and precision parts in other fields, including process parts, structural parts, module products and gas pipelines. Taking etching equipment as an example, the application examples of some of the company's specific products are as follows:
It is reported that the process components are mainly the key components of the wafer preparation process in semiconductor equipment, and a small number of applications are used in pan-semiconductor equipment and other fields. Such products generally need to go through high-precision machinery manufacturing and complex surface treatment special processes, with high precision, high cleanliness, super corrosion resistance, breakdown voltage resistance and other characteristics. Process parts are generally used for etching equipment, thin film deposition equipment, ion implantation equipment and chemical mechanical polishing equipment. Fuchuang Precision's process components include transition chambers, transmission chambers, reaction chambers, linings, and homogeneous discs.
Structural components are used in semiconductor equipment, panels and photovoltaics and other pan-semiconductor equipment and other fields, generally play a role in connection, support and cooling, etc., have higher requirements for flatness and parallelism, and some structural parts also need to have high cleanliness, strong corrosion resistance and breakdown resistance voltage and other performance.
In addition, the company's process parts, structural parts, purchased electronic standard parts and mechanical standard parts have been assembled, tested and other links, and can be made into module products with specific functions, mainly used in semiconductor equipment.
Gas pipeline products are mainly used in semiconductor equipment in the special process gas transmission, is the connection of the gas source to the reaction chamber of the transmission pipeline, because the wafer processing process of the gas has high purity, corrosive, flammable and explosive and toxic characteristics, so the pipeline sealing, cleanliness and corrosion resistance have higher requirements.
At the performance level, its revenue has been in a state of year-on-year growth in the first half of 2019-2021, and its net profit has also maintained profitability from the loss in 2019 to 2020 and 2021.
It is reported that at present, the company has entered the customer supply chain system includes both internationally renowned semiconductor equipment companies, such as customer A, Tokyo Electronics, HITACHI High-Tech and ASMI, etc., as well as domestic mainstream semiconductor equipment enterprises, including North Huachuang, Yitang Shares, Zhongwei Company, Tuojing Technology, Huahai Qingke, Xinyuan Micro, Zhongkexin Equipment, Kaishitong, etc. The company can grasp the market dynamics and industry development trends in a timely manner through cooperation with such well-known customers. Continuously improve the company's technical level and industry visibility. At the same time, other semiconductor equipment companies in the industry will follow the head enterprises to choose suppliers, which has played a better driving role for the company to obtain new customers.
Raising 1.6 billion yuan: The supporting capacity of domestic semiconductor upstream components needs to be improved urgently
It is reported that its plan to raise 1.6 billion yuan, the issuance of funds to invest in the "integrated circuit equipment parts full process intelligent manufacturing production base" around the company's main business to build. The company has established a relatively complete process research and development and manufacturing system, and mastered the key manufacturing processes of precision parts and components of semiconductor equipment such as precision machinery manufacturing, surface treatment special processes, welding, assembly and so on.
The investment project of this fund-raising fund is to build an intelligent information management platform through precision machinery manufacturing, welding, surface treatment special processes and precision parts, gas pipelines and module product production lines, expand the company's existing product production capacity, improve product technology content, improve the level of production informatization, meet the downstream market demand, and help the company broaden the field of product application and improve product supply capacity.
According to the company, with the development of semiconductor manufacturing processes to higher processes, higher requirements are put forward for the processing accuracy and consistency of semiconductor equipment. In this regard, the company needs to increase R & D investment and technical reserves, in view of the future market demand for high-end lithography, film deposition, etching, cleaning, chemical and mechanical polishing and other equipment, increase the corresponding consumable precision parts product development efforts. In particular, the core products such as homogeneous gas plates, various chambers and chamber parts and gas flow valves continuously improve the corrosion resistance, sealing, insulation and cycle life of the products, and continuously improve the precision and cleanliness of the processing process. In addition, by drawing on the wafer manufacturing production process, it forms its own unique product process and production process.
According to its emphasis, with the further growth of the semiconductor industry, the contradiction between the expanding demand for precision parts of semiconductor equipment and the current lack of supply capacity of parts has become more prominent, and has become a key issue in the development of the industry. Therefore, at the time of the rapid rise of China's semiconductor industry, the supporting capacity of basic components in the upstream of the industry needs to be improved urgently.
The company said that the company takes precision manufacturing technology as the core, pursues the ultimate manufacturing efficiency, and focuses on the research and development and manufacturing of precision parts for semiconductor equipment. The company will gradually realize the localization of precision parts of semiconductor equipment on the basis of existing products, and help domestic semiconductor equipment enterprises to achieve independent control of key equipment.
Speaking of the future, the company said that in the future, the company will continue to increase investment in technology research and development, accelerate the construction progress of intelligent flexible chemical plants and customer development, and actively participate in the development and design process of new products for customers; through joint design and joint development with customers, further enhance the technical level and market competitiveness, so that the company's products can achieve structural optimization from precision parts to components to complex modules.
(Proofreading/Wenbiao)