以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15
Shin-Etsu
21 atoms · 跨 11 天 · 首见 2026-04-17 · 最近 2026-06-11
三色: 🟦 fact 12 · 🟥 take 9 · stance ▲9/▼0/◆3
来源: X 21
时态: fresh:17 · stale:2 · aging:2
标签: 好信源:7 · 好观点:6 · 好数字:6 · 好思考:3
叙事 (narrative) (3)
- 2026-04-27
[老化中] · AI需求推升领先晶圆和先进光刻材料需求
AI is pushing demand into the most difficult parts: leading-edge wafers, EUV/ArF lithography, advanced photomasks
tags: 好思考 · → daily
- 2026-06-05 · Goldman stronger 300mm wafer pricing assumptions
Goldman believes Shin-Etsu has stronger 300mm wafer pricing assumptions
tags: 好观点 · → daily
- 2026-04-27
[老化中] · 拥有来自纯度、认证和客户锁定的定价权
pricing power from purity, qualification, and customer lock-in
tags: 好观点 · → daily
预测 (forecast) (3)
- 2026-04-27 · 主成长将在后续因认证滞后而显现
I also think we see the main growth for Shin-Etsu further down the line because qualification lag is a real thing
tags: 好思考 · → daily
- 2026-04-27 · 瓶颈形成时可能拥有定价权
And if they have pricing power when/if a bottleneck forms
tags: 好思考 · → daily
- 2026-04-30 · 受益于AI基础设施周期
Major wafer makers GlobalWafers, SUMCO, Shin-Etsu and Siltronics, should benefit from the AI infrastructure cycle.
tags: 好观点 · → daily
立场 (position) (2)
展开 2 条老旧 / 已过期
- 2026-04-17
[老旧] · 最有价值的非天然气化工公司
Shin-Etsu is the most valuable non-gas chemical company in the world.
tags: 好观点 · → daily
- 2026-04-17
[老旧] · 在美国生产可获得巨额利润
you can make a huge profit manufacturing in the US.
tags: 好观点 · → daily
事实 (fact) (13)
- 2026-04-20 · 高階DUV光掩模基板市场份额
Japanese suppliers such as Hoya, Shin-Etsu, and AGC have an 80% marketshare for these photomask blanks
tags: 好数字·好信源 · → daily
value: qty=80%
- 2026-06-10 · 计划在日本设立稀土冶炼厂
SHIN-ETSU TO SET UP RARE-EARTH SMELTER IN JAPAN TO EASE RELIANCE ON CHINA
tags: 好信源 · → daily
- 2026-05-12 · 한국내PGMEA조달
일본 기업들은 본사에서 공수해 온 '비밀 폴리머'와 한국산 PGMEA를 결합해 최종 포토레지스트를 만들고, 이를 평택(삼성)이나 용인(SK하이닉스) 공장으로 보냅니다
tags: 好信源 · → daily
- 2026-06-11 · 计划新建国内稀土精炼厂
Shin-Etsu, one of Japan’s largest rare-earth magnet makers, plans to build a new domestic refinery
tags: 好信源 · → daily
value: date=2026-06-11
- 2026-06-11 · 是日本最大的稀土磁铁制造商之一
one of Japan’s largest rare-earth magnet makers
tags: 好信源 · → daily
- 2026-06-03 · 供应链地位
Shin-Etsu and etc are critical parts of the semiconductor chemical supply chain.
tags: 好信源 · → daily
- 2026-05-18 · 主导硅片市场
Shin-Etsu dominates silicon wafers.
tags: 好信源 · → daily
- 2026-05-05 · 全球300毫米晶圆市场份额
Two Japanese companies, Shin-Etsu and SUMCO, produce over 50% of the world's 300mm semiconductor wafers.
tags: 好数字 · → daily
value: qty=超过50% · direction=over
- 2026-05-05 · 300毫米晶圆单价
A single wafer sells for $150 to $300.
tags: 好数字 · → daily
value: qty=$150-300 · date=
- 2026-05-05 · 半导体级纯度
Semiconductor grade requires eleven. Japan has held that gap for 40 years.
tags: 好数字 · → daily
value: qty=11个9 (99.999999999%) · date=
- 2026-04-17 · 生产高端硅晶圆、光刻胶和光掩模材料
They make high end silicon wafers, photoresists, and photomask materials for the semiconductor industry.
tags: 好数字 · → daily
- 2026-04-17 · 大部分利润来自PVC业务
The majority of their profits come from their PVC business
tags: 好数字 · → daily
- 2026-04-17 · PVC业务因美国便宜天然气而非常盈利
which is very profitable due to cheap US gas.
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-06-11 ·
fact · 计划新建国内稀土精炼厂 · → daily
- 2026-06-11 ·
fact · 是日本最大的稀土磁铁制造商之一 · → daily
- 2026-06-10 ·
fact · 计划在日本设立稀土冶炼厂 · → daily
- 2026-06-05 ·
narrative · Goldman stronger 300mm wafer pricing assumptions · → daily
- 2026-06-03 ·
fact · 供应链地位 · → daily
- 2026-05-18 ·
fact · 主导硅片市场 · → daily
- 2026-05-12 ·
fact · 한국내PGMEA조달 · → daily
- 2026-05-05 ·
fact · 全球300毫米晶圆市场份额 · → daily
- 2026-05-05 ·
fact · 300毫米晶圆单价 · → daily
- 2026-05-05 ·
fact · 半导体级纯度 · → daily
- 2026-04-30 ·
forecast · 受益于AI基础设施周期 · → daily
- 2026-04-27 ·
narrative · AI需求推升领先晶圆和先进光刻材料需求 · → daily
- 2026-04-27 ·
narrative · 拥有来自纯度、认证和客户锁定的定价权 · → daily
- 2026-04-27 ·
forecast · 主成长将在后续因认证滞后而显现 · → daily
- 2026-04-27 ·
forecast · 瓶颈形成时可能拥有定价权 · → daily
- 2026-04-20 ·
fact · 高階DUV光掩模基板市场份额 · → daily
- 2026-04-17 ·
position · 最有价值的非天然气化工公司 · → daily
- 2026-04-17 ·
fact · 生产高端硅晶圆、光刻胶和光掩模材料 · → daily
- 2026-04-17 ·
fact · 大部分利润来自PVC业务 · → daily
- 2026-04-17 ·
fact · PVC业务因美国便宜天然气而非常盈利 · → daily
← 实体目录 · 系统日志