Five Reputable Semiconductor Process Material Manufacturers in Ch - The National Law Review

As global semiconductor supply chains continue to diversify, China has emerged as a critical source for semiconductor process materials. This article focuses on five reputable Chinese semiconductor pr... Read original →

The rise of Chinese semiconductor material suppliers is triggering deep-stack technical recalibration: domestic high-purity graphite and SiC-coated hot-zone components reduce MOCVD reliance on U.S.-Japanese supply chains, while Anji’s 5nm CMP slurries grant SMIC critical process leverage. However, recent U.S. BIS export controls on ALD precursors have forced firms like Shanghai Bokang to fast-track local wet-chemical certifications, raising compliance costs by 15–20%. Japanese and Korean rivals—Shin-Etsu, SK Materials—may respond with patent thickets or bundled sales to block Chinese export ambitions. Over the next 18 months, as global SiC/GaN capacity shifts toward mainland China, these suppliers will not only secure third-gen semiconductor supply but also leverage cost advantages to push international IDMs toward accepting 'China-spec' materials, cementing an irreversible supply chain realignment.