节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
财联社资讯表明，掩膜版作0026;微电子制造中图形转移的母版，是平板显示、半导体、触控及电路板等行业生产的关键材料。伴随AI、自动驾驶等领域的发展，掩膜版行业将迎来技术升级契机。
在芯片制造过程里，半导体掩膜版与光刻机高度协同，二者共同搭建起光刻工艺的技术支柱。掩膜版作为光刻复制图形的基准与蓝本，是连接工业设计和工艺制造的关键环节。其精度与质量，直接关系到下游制品的优品率。经多方机构需求预测综合分析，预估2025年中国半导体掩膜版市场规模约达187亿人民币。其...
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