The new cycle of semiconductor is approaching, and domestic replacement is in full swing

Electronic special: The new cycle of semiconductor is approaching, and domestic replacement is in full swing

The electronic specialized industry has high technical thresholds, long certification cycles, and large investment in capital investment.

1. technical th Highreshold: Under the trend of thin chips, the requirements for the purity and configuration accuracy of the special gas are greatly improved. Domestic enterprises mainly use the special distillation, adsorption method, and extract higher purity "centrifugal", "suction agent", "suction agent" The industrialization application of "method" "catalytic purification law" still needs to be broken. At present, the purity of domestic special products is mainly 5N, and 6N and above still mainly depend on imports.

2. Long certification cycle: Customers' choices of gas suppliers need to be reviewed, and product certifications are strictly reviewed in 2 rounds. -2 years, the integrated circuit field is 2-3 years. The investment in funds is large, the project investment and construction amount is basically over 100 million yuan, the average production cycle is 2-3 years, and the investment recycling cycle is 5-6 years.