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At Tuojing Technology's results briefing for the third quarter of 2025 held today, Lu Guangquan, the company's chairman, said that the rise in storage prices reflects that the memory chip market is still in high demand. In the medium to long term, this may drive memory chip manufacturers to continue to expand production capacity. As memory chip manufacturing processes advance and structures become more complex, the performance requirements for advanced hard masks and key media films are getting higher and higher. At the same time, they are driving the evolution of high-bandwidth memory towards 3D integration, etc., and the number of 3D NAND Flash chip stacks continues to increase. These technological trends will greatly drive the demand for thin film equipment. “Continued expansion of production by downstream customers is expected to further increase demand for related products.”

智通財經·12/04/2025 05:57:01
語音播報
At Tuojing Technology's results briefing for the third quarter of 2025 held today, Lu Guangquan, the company's chairman, said that the rise in storage prices reflects that the memory chip market is still in high demand. In the medium to long term, this may drive memory chip manufacturers to continue to expand production capacity. As memory chip manufacturing processes advance and structures become more complex, the performance requirements for advanced hard masks and key media films are getting higher and higher. At the same time, they are driving the evolution of high-bandwidth memory towards 3D integration, etc., and the number of 3D NAND Flash chip stacks continues to increase. These technological trends will greatly drive the demand for thin film equipment. “Continued expansion of production by downstream customers is expected to further increase demand for related products.”