Ubonelelo lweefotomaski eziyimfuneko kwimveliso ye-wafer lufutshane, kwaye ixabiso liya kunyuka ngenye i-25% ngo-2023.

Iindaba nge-10 kaNovemba, kwaxelwa ukuba ukuhanjiswa kweemaski eziyimfuneko kwimveliso ye-wafer kuye kwaqina kwaye amaxabiso anyukile mva nje, kwaye iinkampani ezinxulumene nazo ezifana neAmerican Photronics, iTopan yaseJapan, iGreat Japan Printing (DNP), kunye neemaski zaseTaiwan zigcwele imiyalelo.Ishishini liqikelela ukuba ixabiso lemaski liza kunyuka ngenye i-10% -25% ngo-2023 xa kuthelekiswa ne-2022 ephezulu.

Kuyaqondwa ukuba imfuno ekhulayo yeefotomaski ivela kwii-semiconductors zenkqubo, ngakumbi iitshiphusi ezisebenza kakhulu, iisemiconductors zeemoto kunye neechips zokuqhuba ezizimeleyo.Ngaphambili, ixesha lokuthunyelwa kwee-photomasks ezicacileyo eziphezulu zaziyientsuku ezi-7, kodwa ngoku zandiswa ngamaxesha angama-4-7 ukuya kwiintsuku ze-30-50.Unikezelo olukhoyo lwangoku lwee-photomasks luya kulimaza imveliso ye-semiconductor, kwaye kuxelwe ukuba abavelisi boyilo lwe-chip bandisa ii-odolo zabo ekuphenduleni.Ishishini linexhala lokuba ii-odolo ezongeziweyo ezivela kubayili be-chip ziya kuqina imveliso kwaye ziqhubele phambili amaxabiso esiseko, kwaye ukunqongophala kwe-chip yemoto, okusandul 'ukuncitshiswa, kunokuba mandundu kwakhona.

"Iitshiphu" izimvo

Iqhutywa kukukhula okukhawulezayo kwe-5G, ubukrelekrele bokwenziwa, i-Intanethi yeZinto kunye namanye amashishini, imakethi ye-semiconductor yehlabathi iyanda kwaye imfuno yeefotomaski yomelele.Kwikota yesibini ka-2021, inzuzo yeToppan yaseJapan ifikelele kwi-9.1 yeebhiliyoni zee-yen, ngokuphindwe kali-14 kunexesha elifanayo lonyaka ophelileyo.Inokubonwa ukuba imakethi yefotomask yehlabathi ikhula ngamandla.Njengenxalenye ebalulekileyo yenkqubo ye-semiconductor lithography, ishishini liya kuzisa amathuba ophuhliso.