Anji Technology's main business is the research and development of key semiconductor chip materials. At present, its products include different series of chemical mechanical polishing solutions and photoresist removers for semiconductor chips, which are mainly used in semiconductor chip manufacturing and advanced semiconductor chip packaging. The company successfully broke the monopoly of foreign manufacturers on chemical mechanical polishing solution in the field of semiconductor chips, realized domestic substitution, and enabled China enterprises to have independent supply capacity in this field. Company 10-7nm process node products are under development.
Chemical mechanical polishing (CMP) is a key process to planarize the wafer surface in the manufacturing process of semiconductor chips. Different from the traditional pure mechanical or chemical polishing method, CMP process combines surface chemistry with mechanical polishing to remove different materials on the wafer surface in micron/nanometer scale, so as to reach the height of the wafer surface, ensure the planarization effect and enable the next lithography process to proceed. The main working principle of CMP is that the polished wafer moves relative to the polishing pad under a certain pressure in the presence of polishing solution under the condition that the mechanical grinding action of nano-abrasive is highly organically combined with the mechanical grinding action of nano-abrasive, so that the surface of the polished wafer can meet the requirements of high flatness, low surface roughness and low defects under the chemical action of various chemical reagents. According to the requirements of different processes and technical nodes, each wafer will go through several or even dozens of CMP polishing process steps in the production process.
Photoresist remover is a high-end wet chemical, which is used to remove photoresist residue in lithography process. At the end of the wafer lithography process, the photoresist remover must be used to completely remove the residual photoresist before entering the next process. At present, only a few domestic suppliers have the supply capacity of this process. According to different application fields, the company's photoresist remover can be divided into three main series, including: integrated circuit manufacturing series, wafer-level packaging series and LED/ OLED series.
At present, Anji Technology's customers are mainly China's leading integrated circuit manufacturers, advanced packaging manufacturers and LED/ OLED manufacturers, including SMIC, Changjiang Storage/Wuhan Xinxin, Hua Hong Group, China Resources Microelectronics, Silanwei, Changdian Technology, Huatian Technology, Tongfu Microelectronics, Crystal Technology, Sanan Optoelectronics, He Hui Optoelectronics and TSMC, UMC, Shengyang Semiconductor, Riyue and Silicon Wafer in Taiwan Province Province of China. The top five customers are SMIC (about 60%), TSMC (about 8%), Changjiang Storage (about 7%), China Resources Microelectronics (about 4%) and Hua Hong Semiconductor (about 4%).
For a long time, the global chemical mechanical polishing solution market was mainly monopolized by American and Japanese companies, including CabotMicroelectronics, Versum of the United States and Fujimi of Japan. As a domestic company, Anji Technology has successfully broken foreign monopoly and seized a certain market share. At present, semiconductor chip polishing solution products account for about 2.5% of the global market share. Although there is still a big gap with the global giants, it has gradually begun to achieve domestic substitution and establish an international reputation. Another product area of the company's layout, photoresist remover, is mainly imported in China at present. In addition to Versum and Entegris in the United States, the main companies that subdivide photoresist removers include Anji Ke Technology and Shanghai Xinyang.
In the first three quarters, the company achieved an operating income of 309 million yuan, a year-on-year increase of 50.39%; The net profit was 65,438+0.65,438+0.4 billion yuan, a year-on-year increase of 65,438+0.45%; Revenue in the third quarter was1.1.70 billion, up 53.50% year-on-year.
Anji technology, a leading semiconductor chip material company in A-share listed companies, is currently in a volatile trend. According to big data statistics, the main chip is about 23.5%, and the main control ratio is about 27.9%, which is slightly insufficient. The trend of individual stocks can refer to the combination of 5-day moving average and 60-day moving average. When the 5-day moving average and the 60-day moving average are in a long position and the direction is upward, the 5-day moving average is used as a long-short reference.