Delong Laser: TGV equipment did not participate in TSMC's sample verification.
An investor asked if the company's TGV equipment is participating in TSMC's sample verification, as mentioned by a competitor in a survey. Delong Laser responded on the interactive platform that the company's TGV equipment is not involved in TSMC's sample verification. The company has been deeply involved in glass substrate TGV technology for many years, and related products have been on the market for many years and are selling well. With the changing demands of downstream customers and the increasing requirements for technology, the company continues to upgrade and iterate its TGV technology. The company has observed the potential for glass substrate applications in the semiconductor and optical communication sectors, and is therefore continuously focusing on and investing in related research and development. Laser induction is an important part of glass substrate processing, closely related to wet etching processes before and after. In order to further expand its TGV business, the company has established a full-process experimental line with partners, including wet cleaning, laser induction, wet etching, etc., for industrializing TGV technology. This equipment accounts for a small proportion of the company's overall revenue, so it is important to take note of investment risks.
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