Nyt fra Lintec. Jeg ved ikke, hvor troværdig siden er, men artiklen er i hvert fald velskrevet.
https://www.ainvest.com/news/lintec-euv-pellicle-bet-real-customers-building-2605/
Once TSMC’s Fab 3 pellicle line ramps, and once Samsung’s Taylor fab deployment scales, Lintec’s pricing power in those accounts will erode. The question becomes whether it can pivot to serving second-tier customers - Intel, SMIC, Rapidus, and the foundry tier that doesn’t have in-house pellicle capability - fast enough to sustain the revenue multiple the stock now implies.
Konkurrenterne Inhouse (Canatu) er en smule bagud.
Mitsui Chemicals is also in the game - it announced mass production facilities for CNT pellicles at its Iwakuni-Ohtake Works in May 2024. But Lintec’s integrated approach, combining the CNT membrane with proprietary coating formulations and a dedicated Tsukuba production hub, gives it the architecture lead.
Lintec skulle være foran Mitsui takket være bedre coating. Ud fra hvad jeg selv har undersøgt om EUV, vil coating af pellikler blive meget vigtigt i fremtiden. På den måde opnår man en længere levetid for pelliklerne under brintplasma.