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In response to the joint announcement of price increases by Japanese photoresist giants, the head of a photoresist company said that one obvious change recently is that the speed of domestic substitution has accelerated markedly, testing opportunities offered by downstream fabs have increased dramatically, and the basic verification cycle has generally been shortened from 1-2 years to 6-12 months. A staff member of the Xinlian Integrated Securities Department added that photoresist accounts for a small portion of the company's overall cost, accounting for about 1%, which is very small.

Zhitongcaijing·09/24/2026 14:25:03
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In response to the joint announcement of price increases by Japanese photoresist giants, the head of a photoresist company said that one obvious change recently is that the speed of domestic substitution has accelerated markedly, testing opportunities offered by downstream fabs have increased dramatically, and the basic verification cycle has generally been shortened from 1-2 years to 6-12 months. A staff member of the Xinlian Integrated Securities Department added that photoresist accounts for a small portion of the company's overall cost, accounting for about 1%, which is very small.