Luwei Optoelectronics: The move towards mass production of glass substrate packaging brings new demand for photomasks.
As a key material in the semiconductor and display manufacturing industry, Luwei Optoelectronics' photomask products are essential master templates for downstream customers to transfer patterns in photolithography processes. Photolithography machines/exposure machines transfer the patterns on the photomask to downstream substrate materials ( silicon wafers, glass substrates, organic substrates, etc. ) by exposing the photomask. The quality of the photomask itself directly affects the quality and yield of the end product.
In the semiconductor field, Luwei Optoelectronics adheres to the development strategy of "using displays to drive chip development," establishing strong partnerships with leading domestic wafer manufacturers specializing in specialty processes, chip design companies, and advanced packaging manufacturers. It is a leading supplier of advanced packaging photomasks. Currently, the company has achieved mass production of 150nm process node semiconductor photomasks, and its 130nm process node semiconductor photomasks have passed customer verification and are in small-batch production . Furthermore, the company's semiconductor photomask manufacturing technology covers third-generation semiconductor-related products, and its products are comprehensively applied in IC manufacturing, IC devices, and advanced packaging, meeting the needs of advanced semiconductor chip packaging, semiconductor devices, MEMS sensors, RF chips, silicon-based OLEDs, and other applications. This provides crucial upstream material localization support for the development of China's semiconductor industry.
By investing in and constructing the Luxin Semiconductor Mask Project , Luwei Optoelectronics is further improving its layout in the semiconductor field. The first phase of the project focuses on 130-40nm semiconductor masks, and mass production was gradually achieved by 2025. Customer verification and supply of complete 90nm and above mask sets have been completed, as have customer verification and supply of 40nm and 28nm monolithic mask sets. Customer sampling for 40nm complete mask sets is also progressing. The second phase focuses on 28-14nm semiconductor masks, with construction planned to begin in 2026. After the project is operational, its products will gradually cover semiconductor manufacturing-related fields such as MCU, SiPh, CIS, BCD, DDIC, MS/RF, Embed.NVM, NOR/NAND Flash, and DRAM, further improving the supply chain and promoting domestic substitution.
View attachment 173699