Nata Opto-electronic
One of the few comprehensive semiconductor material companies in China with concurrent deployments in ArF photoresist, ALD/CVD precursors, and electronic specialty gases.
ArF photoresist has passed verification with some customers, making the company the most significant competitor in high-end photoresist in China aside from Red Avenue New Materials. Meanwhile, the company also possesses important domestic substitution capabilities in precursors and electronic specialty gases.
Company Overview
Nanda Optoelectronics was founded in 2000, headquartered in Nanjing, Jiangsu, and listed on the Shenzhen Stock Exchange in 2012. The company originated from Nanjing University's optoelectronic materials research project and has one of the most comprehensive semiconductor materials portfolios in China.
Nanda Optoelectronics' business covers three key categories of semiconductor manufacturing materials: photoresist, precursors (source materials for ALD/CVD thin-film deposition), and electronic specialty gases. In the photoresist field, it is one of the few domestic companies with ArF photoresist R&D capabilities.
Core Business
ArF Photoresist
The company's ArF photoresist has passed verification at several domestic wafer fabs and is advancing toward volume supply. Its technology level closely follows Red Avenue New Materials, ranking in the second tier domestically.
ALD/CVD Precursors
Key materials for atomic layer deposition processes in advanced process nodes. As a leading enterprise in the domestic precursor segment, some of Nata's products have entered the supply chains of international giants such as TSMC.
Electronic Specialty Gases
High-purity specialty gases such as phosphine and arsine, used in ion implantation and epitaxial growth processes.
Risks and Summary
Nanda Optoelectronics is not as specialized in photoresist as Tongcheng New Materials, but the company's layout in materials such as precursors and electronic specialty gases makes it a comprehensive platform enterprise for domestic substitution of semiconductor materials in China.