The "Huaxin Electronics Annual Production 8,000 Ton Photolithography Materials Construction Project" with a total investment of 2 billion yuan has started in Dongyang City's major industrial project concentrated start event (send the word "centralized" in the background to obtain a detailed list of started projects), and is expected to be completed within the year.
Construction and part of the main factory building are planned to be completed with an investment of 700 million yuan.
Dongyang Quanzhi noted that Dongyang Huaxin Electronic Materials Co., Ltd. has a registered capital of 700 million yuan, and its business scope mainly includes photoresist monomers, photoresists, resins, supporting solvents and other photolithography materials.
According to Tianyancha data, the shareholders of Dongyang Huaxin Electronic Materials Co., Ltd. include Dongyang Kaiyang Technology Innovation Development Partnership (Limited Partnership), Xuzhou Bokang Information Chemicals Co., Ltd., etc. Among them, the actual controller of Dongyang Kaiyang Technology is the listed company Huaxin
Mao Technology (stock code 603306); at the same time, Dongyang Kaiyang Technology is also a shareholder of Xuzhou Bokang.
Xuzhou Bokang was established in March 2010. It is a national high-tech enterprise focusing on R&D, production and operation of mid-to-high-end photoresists, photoresist monomers and photoresist resins.
Public information shows that Xuzhou Bokang has strong R&D capabilities and is the only company in my country that simultaneously achieves R&D and mass production of high-end photoresist monomer materials. It can fully realize national independent production from initial raw materials to finished glue.
At the same time, my country's first national photoresist monomer industry standard was formulated, and its customers include semiconductor giants such as Intel and JSR.
It is worth noting that in August 2021, Xuzhou Bokang’s industrial and commercial information changed.
A new investor is Shenzhen Hubble Technology Investment Co., Ltd., and Shenzhen Hubble is a wholly-owned subsidiary of Huawei that focuses on investment in the chip industry chain.
Huawei invested 300 million yuan this time to hold 10% of Xuzhou Bokang's shares. This investment is also the largest single semiconductor investment in Huawei Hubble's history.
Regarding the reason why Huawei Hubble chose Xuzhou Bokang among domestic semiconductor photoresist manufacturers, some insiders pointed out that after several years of disputes, Huawei began to realize that technology and high-end industries have clear national boundaries. China’s chips
The industrial chain must be independent and controllable, and domestic substitution is imperative.
This kind of independent controllability not only refers to equipment and manufacturing, but also includes key materials, because materials are consumables.
Taking photoresist as an example, true independent control is not only the synthesis and production of the finished photoresist, but also ensures the independent control of the upstream resin, photoacid, solvent, additives and even further upstream monomers, and Bokang
It is such a company, and this may be one of the core points of Huawei's vision.
Where does it come from?