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中信建投-微导纳米(688147)光伏与半导体设备系列报告:先进薄膜设备供应商,光伏半导体齐开花-230613

公司形成了以原子层沉积(ALD)技术为核心,CVD 等多种真空薄膜技术梯次发展的产品体系,产品覆盖半导体、光伏、新型显示等多个领域。①光伏领域:公司是光伏ALD 设备龙头,并全力推进工艺整线策略提升产品覆盖价值量,有望充分受益于 TOPCon电池大扩产实现订单的快速增长。②半导体领域:公司实现了国产 ALD 设备在 28nm 集成电路制造关键工艺(高介电常数栅氧层材料沉积环节)中的突破,并基于客户

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  1. 1微导纳米Co-mentioned as subjects in 1 reports1
  2. 2浙商证券-微导纳米(688147)深度报告:中国ALD设备龙头,半导体光伏两翼齐飞-230216Co-mentioned as subjects in 1 reports1
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