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[News] Japanese Paper Maker Oji Holdings Reportedly Develops EUV Photoresist for 2nm Chips
What happened
Oji Holdings has developed a wood-derived EUV photoresist for 2nm chips, targeting commercialization by 2028 and sales of ¥10 billion in the 2030s. The development highlights diversification in the advanced materials supply chain, with JSR and Sumitomo Chemical also pursuing next-generation photoresists. Neutral: This is a long-term R&D milestone with no immediate impact on trading dynamics, supply, or prices.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
EUV Photoresist
Oji HoldingsJSRSumitomo Chemical
rd-milestonesupply-chain-diversificationjapan
Source and time
Source: TrendForce · 2/18/2026 · View original source
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