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On 25 September, the National Business Daily cited data from a report on resins for ArF and KrF photoresists published by QYResearch.

 QQ20250926-172738.png (422 KB) 

A report released by the QYResearch research team indicates that the global market size for resins used in ArF and KrF photoresists is projected to reach US$730 million by 2031, with a compound annual growth rate of 6.2% over the coming years.
On 25 September, Yang Junping, a semiconductor industry analyst at QYResearch, informed the Daily Economic News that the photoresist sector has garnered attention for two reasons. Firstly, shares of domestic semiconductor companies across various segments have recently performed well, with firms such as SMIC (688981.SH) and Northern HuaChuang (002371.SZ) seeing share price increases. Secondly, the domestic production rate for photoresists remains low, indicating substantial scope for future domestic substitution.

Source: Daily Economic News
More: https://m.nbd.com.cn/articles/2025-09-25/4075432.html

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