Japan: Chemical manufacturer, semiconductor capital investment in 5G: Latest trends of each company
Japan: Chemical manufacturer
The semiconductor materials business of chemical manufacturers is doing well.
Demand for 5G has also risen. ..
Semiconductor materials are doing well:
Sales of semiconductor materials exceeded the initial forecast.
Each company expects further expansion of demand, and capital investment is also one after another.
Shin-Etsu Chemical:
In the July-September quarter, shipments of semiconductor wafers with a diameter of 300 mm reached a record high for the quarter.
Expanding demand for photoresists
Shin-Etsu Chemical has invested a total of 30 billion yen to increase production at the Naoetsu Plant (Joetsu City, Niigata Prefecture).
in Japan:
The production capacity of ArF photoresist has been increased by 1.3 times compared to the current level.
In Taiwan:
Increased production capacity of multilayer resist materials by 1.5 times compared to the current level
Shin-Etsu Chemical EUV Resist:
Shin-Etsu Chemical is currently producing extreme ultraviolet (EUV) resist at its Naoetsu Plant.
With the spread of 5G, the demand for EUV resists is expanding rapidly.
Production of EUV resist will begin in Taiwan as well.
Sales of semiconductor materials in the April-September period increased by 13% year-on-year.
As the number of companies strengthening the EUV resist business increases, we will invest resources and proceed with development.
Sumitomo Chemical:
Strengthen the system for increasing the production of semiconductor materials in Japan and overseas.
In 2022, the “new building responsible for strengthening the EUV resist development and evaluation system” will be completed at the Osaka Factory.
Aim to capture 5G demand.
Tokyo Ohka Kogyo:
Tokyo Ohka Kogyo manufactures resist materials.
Inquiries for EUV are strong due to demand for miniaturization.
High-viscosity krypton fluoride (KrF) resist is also selling well for NAND flash memory, high density, and large capacity.
Mitsubishi Gas Chemical:
Sales of “BT laminated board”, a semiconductor cage material, are strong.
In 2022, BT laminated board and production capacity will be increased by several percent in Thailand.
Mitsubishi Chemical Holdings:
In the April-September period of 2020, semiconductor-related shipments exceeded expectations.
Through investment to increase production and M & A, it aims to raise semiconductor-related sales to over 100 billion yen in the medium to long term.
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