Dragon Wings Photomask (688721): a domestically scarce independent third-party semiconductor mask manufacturer, domestic substitution is steadily progressing.

Investment Highlights: The company is a rare independent third-party semiconductor mask manufacturer in China. Longtu Photomask's main business is the research, development, production, and sales of semiconductor masks, and it is a scarce independent third-party semiconductor mask manufacturer in China, already mastering 130.

shanxiDec 3 18:17

Express News | Star market closing review: sse science and technology innovation board 50 index fell by 3.06%, with significant declines in low altitude economy and semiconductor sectors.

BreakingsNov 1 15:09

Light mask (688721.SH): Zhuhai's fundraising project is expected to achieve small-scale trial production of third-generation semiconductors masks by the end of this year.

On October 28, Longtu Optical Mask (688721.SH) stated during a specific research interview that the Zhuhai investment project is expected to achieve small-scale trial production of third-generation semiconductor masks by the end of this year, with stable mass production expected by 2025. The planning for the 28nm process node has already been initiated. Breaking through to higher process nodes poses the main challenges: (1) As semiconductor processes advance, the requirements for masks become increasingly stringent. Therefore, third-generation semiconductor masks have higher demands for minimum linewidth, positional accuracy, CD precision, defect control, etc., leading to greater process complexity and high technological barriers. (2) In

Gelonghui FinanceOct 28 15:57

Longtu Optical Mask (688721.SH): The Zhuhai fundraising project is currently in the process validation and customer sampling stage.

Longtu Guangzhao (688721.SH) stated during a specific research with designated objects on October 28th that the Zhuhai investment project is currently in the process of process verification and customer sample delivery. The main production equipment including electron beam lithography, dry etching, and testing have all been installed and debugged at the factory, with small-scale trial production planned for the fourth quarter. The company has conducted research and reserves on the technology of third-generation semiconductors masks, including research on PSM mask data processing technology, precise alignment research for secondary lithography, research on secondary coating and baking processes, research on PSM phase shift mask grayscale detection methods, etc., involving third-generation mask templates.

Gelonghui FinanceOct 28 15:56

Longtu Guangzhao (688721.SH): Shenzhen currently has no plans to expand production.

Longtu Optical Mask (688721.SH) stated during a specific investor briefing on October 28 that the company's main production capacity is currently concentrated in its Shenzhen factory, with a capacity utilization rate of 82.63% in 2023. After the completion of the fundraising project at the Zhuhai factory, the production of third-generation semiconductors photomasks is expected to reach 0.018 million pieces. There are currently no plans for expansion in Shenzhen, but future decisions on expansion will depend on the overall market situation, including the possibility of expansion in Zhuhai.

Gelonghui FinanceOct 28 15:55

Shenzhen Longtu Mask Co., Ltd. Report for the Third Quarter of 2024

SZSIOct 22 00:00 · Announcements