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Process · JP

Photoresist formulation

The light-sensitive chemistry that turns a projected pattern into a circuit. Overwhelmingly Japanese, and qualified factory by factory.

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Severity
How this is computedSum of four judged scores, each 0–3: concentration + substitution + lead time + inelasticity.Method →Code →
How hard it binds, 0 to 12
When it bites
Within 2 years
judged 2026-09-15
Evidence
Verified
3 maker rows

01Key numbers

dated, each linked to its source
  • Other · WorldTOK global share, ArF photoresistsSourcedTokyo Ohka Kogyo (TOK) website, Semiconductor Manufacturing Field · 2025Open the source → %2025How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.16.2 (2022) → 14.4 (2025).Method →Code → vs 2022
    TOK global share, ArF photoresists, %, 2022 to 2025. Every value is listed in the table below.
    PeriodValueSource
    2025SourcedTokyo Ohka Kogyo (TOK) website, Semiconductor Manufacturing Field · 2025Open the source → %Tokyo Ohka Kogyo (TOK) website, Semiconductor Manufacturing Field ↗ primaryEUV photoresists 29.3 % ArF excimer laser photoresists 14.4 % KrF excimer laser photoresists 33.3 % g/i-Line photoresists 25.3 %Based on projected 2025 shipment volume; source Fuji Chimera Research Institute, cited on TOK website; page accessed 2026-09-24
    2022SourcedDIGITIMES (citing Fuji Chimera via TOK website) · 2024-03-28Open the source → %DIGITIMES (citing Fuji Chimera via TOK website) ↗ secondary reportthe company secured a global market share of 26.1% for photoresists overall in 2022. This included 16.2% for ArF photoresists, 36.6% for KrF photoresists, and 22.8% for g-line and i-line photoresists.

    Read from the sources Read from the source by an agent; quote matched mechanically against the fetched page; not yet reviewed by a person, 2026-09-24. Each value links the page it came from and quotes the sentence that carries it.

  • Other · WorldTOK global share, KrF photoresistsSourcedTokyo Ohka Kogyo (TOK) website, Semiconductor Manufacturing Field · 2025Open the source → %2025How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.36.6 (2022) → 33.3 (2025).Method →Code → vs 2022
    TOK global share, KrF photoresists, %, 2022 to 2025. Every value is listed in the table below.
    PeriodValueSource
    2025SourcedTokyo Ohka Kogyo (TOK) website, Semiconductor Manufacturing Field · 2025Open the source → %Tokyo Ohka Kogyo (TOK) website, Semiconductor Manufacturing Field ↗ primaryEUV photoresists 29.3 % ArF excimer laser photoresists 14.4 % KrF excimer laser photoresists 33.3 % g/i-Line photoresists 25.3 %Based on projected 2025 shipment volume; source Fuji Chimera Research Institute, cited on TOK website; page accessed 2026-09-24
    2022SourcedDIGITIMES (citing Fuji Chimera via TOK website) · 2024-03-28Open the source → %DIGITIMES (citing Fuji Chimera via TOK website) ↗ secondary reportthe company secured a global market share of 26.1% for photoresists overall in 2022. This included 16.2% for ArF photoresists, 36.6% for KrF photoresists, and 22.8% for g-line and i-line photoresists.

    Read from the sources Read from the source by an agent; quote matched mechanically against the fetched page; not yet reviewed by a person, 2026-09-24. Each value links the page it came from and quotes the sentence that carries it.

  • Other · WorldTOK global share, EUV photoresistsSourcedTokyo Ohka Kogyo (TOK) website, Semiconductor Manufacturing Field · 2025Open the source → %2025
    PeriodValueSource
    2025SourcedTokyo Ohka Kogyo (TOK) website, Semiconductor Manufacturing Field · 2025Open the source → %Tokyo Ohka Kogyo (TOK) website, Semiconductor Manufacturing Field ↗ primaryEUV photoresists 29.3 % ArF excimer laser photoresists 14.4 % KrF excimer laser photoresists 33.3 % g/i-Line photoresists 25.3 %Based on projected 2025 shipment volume; source Fuji Chimera Research Institute, cited on TOK website; page accessed 2026-09-24

    Read from the sources Read from the source by an agent; quote matched mechanically against the fetched page; not yet reviewed by a person, 2026-09-24. Each value links the page it came from and quotes the sentence that carries it.

  • Other · WorldTOK global share, all semiconductor photoresistsSourcedDIGITIMES (citing Fuji Chimera via TOK website) · 2022Open the source → %2022
    PeriodValueSource
    2022SourcedDIGITIMES (citing Fuji Chimera via TOK website) · 2024-03-28Open the source → %DIGITIMES (citing Fuji Chimera via TOK website) ↗ secondary reportthe company secured a global market share of 26.1% for photoresists overall in 2022. This included 16.2% for ArF photoresists, 36.6% for KrF photoresists, and 22.8% for g-line and i-line photoresists.

    Read from the sources Read from the source by an agent; quote matched mechanically against the fetched page; not yet reviewed by a person, 2026-09-24. Each value links the page it came from and quotes the sentence that carries it.

Every series on every bottleneck — filter, compare and download.

02Why it holds things up

The chemistry is qualified per process per fab and is overwhelmingly Japanese. Substituting a resist is a re-qualification programme, not a purchase.

Part of the process · Compute, which takes quarters to years to loosen once somebody decides to.

03Severity

judged 2026-09-15 · a judgement, not a measurement

How this is computedSum of four judged scores, each 0–3: concentration + substitution + lead time + inelasticity.Method →Code → / 12

How few suppliers qualify
Estimate, not a measurementJapanese chemistry, qualified per process per fab. Binding whenever export policy touches it, quiet otherwise.By Substrata, open to challenge · 2026-09-15 / 3
How hard to replace
Estimate, not a measurementJapanese chemistry, qualified per process per fab. Binding whenever export policy touches it, quiet otherwise.By Substrata, open to challenge · 2026-09-15 / 3
Decision to new capacity
Estimate, not a measurementJapanese chemistry, qualified per process per fab. Binding whenever export policy touches it, quiet otherwise.By Substrata, open to challenge · 2026-09-15 / 3
Can the buyer walk away
Estimate, not a measurementJapanese chemistry, qualified per process per fab. Binding whenever export policy touches it, quiet otherwise.By Substrata, open to challenge · 2026-09-15 / 3

Japanese chemistry, qualified per process per fab. Binding whenever export policy touches it, quiet otherwise.

04Who makes it

3 verified of 3 rows
OrganisationStepEvidence
JSRNo listing foundMakes itVerified source ↗
Tokyo Ohka Kogyo4186 JPMakes itVerified source ↗
Shin-Etsu Chemical4063 JPMakes itVerified source ↗

05What it rests on, and what rests on it

each row quotes the page it rests on

Depended on by

  • Leading-edge foundry capacity
    “We continue to research and develop EUV resists with absorption wavelengths of 13.5nm, with a proven track record in mass production lines.”

    tok-pr.com · primary source · A resist maker describing its own product in mass production; it does not name a fab.

A recorded dependency is a sentence, not a share, a volume or a contract. Walk it on a portfolio →

06Rules that govern it

No rule has been researched for this one yet.

Policy coverage is being built jurisdiction by jurisdiction.

07What would remove it

  • Dry and metal-oxide photoresistsEstimate, not a measurementDemonstrated on production-class tools and being qualified; qualification is per process and per factory, which is the slow part.By Substrata, open to challenge · 2026-09-15Supporting source → · Prototype at meaningful scale

    A second chemical route to the same step, from a different and less concentrated supply base.

All science →

08Science pipeline

47 papers, preprints and grants collected, unreviewed
  1. Research30 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)+2 (Computed: Items first collected in the last 7 days whose publication or award date is within the last 30 days.) new
  2. Lab16 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)+3 (Computed: Items first collected in the last 7 days whose publication or award date is within the last 30 days.) new
  3. Pilot1 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)
  4. Early0 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)
  5. Scale0 (Computed: Items per stage = papers, preprints and grants collected for the bottleneck whose relevance score is 2 or more, placed on a stage by the rule in lib/science.ts; judgements are counted separately.)

judged, with a citation claimed, no citationNumber: papers, preprints and grants the feeds collected — unreviewed

The full pipeline, by stage →

09What has happened

1 dated
  1. 2026-04-23
    TightensOutageJP KR

    Japanese photoresist makers warn Samsung and SK hynix that the Iran war has cut supply of the solvents the chemistry needs.

    thelec.net ↗secondary source

    The sentence that says so

    “A shortage of key solvents is disrupting production of photoresist and other photolithography materials in Japan.”

All events →

10What this holds up

1 loop
  • Siliconone turn: Months

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15

A loop is one design, build and measure turn. Severity is a dated judgement on a 0–12 scale, not a measurement, and the judgements are not added together — the figure shown is the worst single one.

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