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Securities Times network news, it is reported that the 213 strong earthquake in northeast Japan caused Japanese companies to dominate about 80% of the market semiconductor key supplies photoresist supply emergency, including major suppliers such as Shin-Etsu production and overseas supply blocked, Shin-Etsu more announced the closure of the factory. According to industry sources, Chong Yue, China's Taiwan agent for photoresist products of Shin-Yue Chemical, will increase the price of the new contract by about 10%.

Hua Chuang Securities points out that the global photoresist market is dominated by Japanese giants, accounting for 80% of the market, with few price fluctuations. More than 20% of the photoresist products are made by Shin-Yue, and more than 50% of the semiconductor factories in Taiwan, China use Shin-Yue photoresist products in their advanced and new manufacturing processes. Recently, semiconductor supply exceeds demand, photoresist is a necessary key consumable material for fabs such as TSMC and UMC. With the shortage of photoresist supply, it is feared that the shortage of semiconductors will be more serious, which is expected to increase the price sentiment of the electronic industry chain. Domestic manufacturers are expected to usher in alternative opportunities.

Source: Securities Times (Baijia)