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    <title>Scatter 电子化学品产业链 · 供应链事件</title>
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    <description>电子化学品产业链节点与事件</description>
    <language>zh-CN</language>
    <lastBuildDate>Thu, 01 Oct 2026 11:43:23 GMT</lastBuildDate>
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      <title>电子化学品 · 9月23日国内四大证券报纸、重要财经媒体头版头条内容精华摘要</title>
      <link>https://www.scatter.com.cn/node-echem-ec_sic_dev.html</link>
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      <pubDate>Tue, 22 Sep 2026 22:03:00 GMT</pubDate>
      <description>&lt;p&gt;　　9月23日(星期三)，今日报刊头条主要内容精华如下：&lt;/p&gt;&lt;h3 class=&quot;emh3&quot;&gt;　　中国证券报&lt;/h3&gt;&lt;p&gt;　　&lt;a href=&quot;http://finance.eastmoney.com/a/202609223881596323.html&quot;&gt;&lt;strong&gt;具身智能公司拟入主 *ST美芝发布重组进展&lt;/strong&gt;&lt;/a&gt;&lt;/p&gt;&lt;p&gt;　　9月22日晚，&lt;span id=&quot;stock_0.002856&quot;&gt;&lt;a href=&quot;http://quote.eastmoney.com/unify/r/0.002856&quot; class=&quot;keytip&quot; data-code=&quot;0,</description>
      <category>supply</category>
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    <item>
      <title>电子化学品 · 巨头出手！英伟达持续加码玻璃基板</title>
      <link>https://www.scatter.com.cn/chain-echem.html#intel</link>
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      <pubDate>Sun, 27 Sep 2026 16:06:17 GMT</pubDate>
      <description>&lt;p&gt;　　据《首尔经济日报》报道，&lt;span id=&quot;stock_105.NVDA&quot;&gt;&lt;a href=&quot;http://quote.eastmoney.com/unify/r/105.NVDA&quot; class=&quot;keytip&quot; data-code=&quot;105,NVDA&quot;&gt;英伟达&lt;/a&gt;&lt;/span&gt;&lt;span id=&quot;quote_105.NVDA&quot;&gt;&lt;/span&gt;正在评估&lt;span id=&quot;bk_90.BK1175&quot;&gt;&lt;a href=&quot;http://quote.eastmoney.com/unify/r/90.BK1175&quot; class=&quot;keytip&quot; data-code=&quot;90,BK1175&quot;&gt;</description>
      <category>supply</category>
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      <title>电子化学品 · ​Global Technology Closes First Trading Day 45% Higher</title>
      <link>https://www.scatter.com.cn/chain-echem.html#intel</link>
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      <pubDate>Tue, 29 Sep 2026 23:41:41 GMT</pubDate>
      <description>Global Technology closed its first trading day 45% above its initial public offering (IPO) price, overcoming weak demand during its offering. The stock closed at 14,500 won.​Global Technology debuted on the KOSDAQ on Sept. 29. Its shares opened at the IPO price of 10,000 won. Buying interest pushed</description>
      <category>supply</category>
    </item>
    <item>
      <title>电子化学品 · SK hynix Marks 25 Years of Supplier Partnership With Expanded Support</title>
      <link>https://www.scatter.com.cn/node-echem-ec_cmp_pad.html</link>
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      <pubDate>Tue, 29 Sep 2026 23:41:32 GMT</pubDate>
      <description>SK hynix is expanding its support programs for suppliers. The company will double its funding for supplier payments and share some of the risks associated with research and development (R&amp;D).​SK hynix CEO Kwak Noh-jung said at the &quot;2026 Partners Day&quot; on September 28, &quot;SK hynix has been able to grow</description>
      <category>supply</category>
    </item>
    <item>
      <title>电子化学品 · SEMIFIVE Lands 70.3 Billion Won AI Chip Contract From US Fabless Firm</title>
      <link>https://www.scatter.com.cn/chain-echem.html#intel</link>
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      <pubDate>Tue, 29 Sep 2026 23:41:15 GMT</pubDate>
      <description>SEMIFIVE has secured its largest development contract to date from a US artificial intelligence (AI) semiconductor fabless company. The turnkey contract includes mass production, potentially generating recurring revenue after production begins.​SEMIFIVE announced on September 29 that it signed a 70.</description>
      <category>supply</category>
    </item>
    <item>
      <title>电子化学品 · PriceSeek重点提醒：海科比亚迪签电解液溶剂供应协议</title>
      <link>https://www.scatter.com.cn/node-echem-ec_sic_dev.html</link>
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      <pubDate>Wed, 30 Sep 2026 00:00:00 GMT</pubDate>
      <description>海科新源近期公告，公司与比亚迪锂电池签署《长期合作协议暨湖北项目管输合作协议》，双方约定以管输方式开</description>
      <category>supply</category>
    </item>
    <item>
      <title>电子化学品 · LS Cable Expands AI Data Center Power Solutions to Server Racks</title>
      <link>https://www.scatter.com.cn/chain-echem.html#intel</link>
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      <pubDate>Tue, 29 Sep 2026 11:27:34 GMT</pubDate>
      <description>LS Cable &amp; System is expanding its power equipment business for artificial intelligence (AI) data centers into server racks.​The company is broadening its product lineup from the power grid to server racks by adding busbars and connectors designed for server racks to its existing busduct products.​L</description>
      <category>supply</category>
    </item>
    <item>
      <title>电子化学品 · Gaon Cable Plans US Production of Overhead Lines to Enter Transmission Grid Market</title>
      <link>https://www.scatter.com.cn/chain-echem.html#intel</link>
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      <pubDate>Tue, 29 Sep 2026 11:27:33 GMT</pubDate>
      <description>LS Cable &amp; System subsidiary Gaon Cable plans to produce overhead transmission lines in the US, expanding its local business from distribution cables to the transmission grid.​Gaon Cable announced on September 29 that it plans to invest in overhead-line production equipment at its US production subs</description>
      <category>supply</category>
    </item>
    <item>
      <title>电子化学品 · SK hynix Resumes Packaging Outsourcing With WINPAC After Four Years</title>
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      <pubDate>Tue, 29 Sep 2026 11:27:02 GMT</pubDate>
      <description>SK hynix has once again outsourced memory semiconductor packaging to WINPAC, four years after the two companies last worked together.​According to industry sources on September 29, SK hynix has expanded the volume of memory semiconductor flip-chip packaging outsourced to external partners as well as</description>
      <category>supply</category>
    </item>
    <item>
      <title>电子化学品 · SK hynix Wins TSMC Partner of the Year Award for HBM5 Validation</title>
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      <pubDate>Mon, 28 Sep 2026 23:36:53 GMT</pubDate>
      <description>SK hynix won TSMC’s Partner of the Year award for its collaboration in validating next-generation high bandwidth memory (HBM). It marked the company’s second consecutive win following last year.SK hynix said on Sept. 28 that it participated in TSMC’s Open Innovation Platform (OIP) Conference held in</description>
      <category>supply</category>
    </item>
    <item>
      <title>电子化学品 · 萤石矿山整治收紧供给,氢氟酸-氟化工链条成本抬升</title>
      <link>https://www.scatter.com.cn/node-echem-ec_ahf.html</link>
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      <pubDate>Mon, 20 Apr 2026 00:00:00 GMT</pubDate>
      <description>萤石矿山安全与环保整治收紧开采,氢氟酸成本抬升并向电子级氟化物传导;面板与半导体湿制程成本承压。(示例口径)</description>
      <category>policy</category>
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    <item>
      <title>电子化学品 · 多晶硅从历史高价到产能过剩:两年走完一个周期</title>
      <link>https://www.scatter.com.cn/node-echem-ec_polysilicon.html</link>
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      <pubDate>Sat, 15 Jun 2024 00:00:00 GMT</pubDate>
      <description>2022 年多晶硅价格创历史高位,2023-2024 年新产能集中释放后价格跌破多数产线现金成本;半导体级与光伏级分化,电子级溢价位保持。</description>
      <category>capacity</category>
    </item>
    <item>
      <title>电子化学品 · 日本对韩半导体材料出口管制:光刻胶供应链的教科书案例</title>
      <link>https://www.scatter.com.cn/node-echem-ec_photoresist.html</link>
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      <pubDate>Mon, 01 Jul 2019 00:00:00 GMT</pubDate>
      <description>2019 年 7 月日本限制向韩国出口光刻胶 / 高纯氟化氢 / 氟聚酰亚胺,韩国晶圆厂被迫转向日本以外供应商并加速国产验证。是电子化学品「卡点 + 国产替代」最完整的公开案例。</description>
      <category>policy</category>
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