Ukunikezwa kwama-photomasks adingekayo ekukhiqizweni kwe-wafer kuyashoda, futhi intengo izokhuphuka ngomunye u-25% ngo-2023.

Izindaba zangoNovemba 10, kwabikwa ukuthi ukuhlinzekwa kwemaski abalulekile okukhiqizwa kwe-wafer bekuqinile futhi amanani asanda kukhuphuka, futhi izinkampani ezihlobene njenge-American Photronics, Japan Toppan, Great Japan Printing (DNP), kanye nemaski yaseTaiwan zigcwele imiyalo.Imboni ibikezela ukuthi intengo yemaski izokhuphuka ngomunye u-10% -25% ngo-2023 uma kuqhathaniswa nokuphakama kuka-2022.

Kuyaqondakala ukuthi isidingo esikhulayo sama-photomasks sivela kuma-semiconductors esistimu, ikakhulukazi ama-chips asebenza kahle kakhulu, ama-semiconductors ezimoto kanye nama-chips okushayela azimele.Esikhathini esidlule, isikhathi sokuthunyelwa kwama-photomasks acacisiwe aphezulu kwakuyizinsuku ezingu-7, kodwa manje seyengezwe izikhathi ezingu-4-7 kuya ezinsukwini ezingu-30-50.Ukunikezwa okuqinile kwamanje kwama-photomasks kuzolimaza ukukhiqizwa kwe-semiconductor, futhi kubikwa ukuthi abakhiqizi be-chip design bandisa ama-oda abo ngokuphendula.Imboni ikhathazekile ngokuthi ama-oda anyusiwe avela kubaklami bama-chip azoqinisa ukukhiqizwa futhi akhuphule amanani entengo, futhi ukushoda kwe-chip yezimoto, okusanda kudamba, kungase kuphinde kube kubi futhi.

"Ama-chips" amazwana

Iqhutshwa ukukhula okusheshayo kwe-5G, ubuhlakani bokwenziwa, i-inthanethi Yezinto nezinye izimboni, imakethe ye-semiconductor yomhlaba wonke iyakhula futhi isidingo sama-photomasks sinamandla.Engxenyeni yesibili ka-2021, inzuzo yonke yaseToppan Japan yafinyelela kuma-yen ayizigidi eziyizinkulungwane ezingu-9.1, izikhathi ezingu-14 kunesikhathi esifanayo sonyaka odlule.Kungabonakala ukuthi imakethe yezithombe zesithombe yomhlaba wonke ithuthuka kakhulu.Njengengxenye ebalulekile yenqubo ye-semiconductor lithography, imboni izophinde ingenise amathuba entuthuko.