{"id":15684,"date":"2025-07-25T08:03:44","date_gmt":"2025-07-25T08:03:44","guid":{"rendered":"https:\/\/www.epicmicron.com\/?p=15684"},"modified":"2025-07-25T08:03:47","modified_gmt":"2025-07-25T08:03:47","slug":"critical-shortage-of-semiconductor-materials","status":"publish","type":"post","link":"https:\/\/www.epicmicron.com\/ja\/critical-shortage-of-semiconductor-materials\/","title":{"rendered":"\u534a\u5c0e\u4f53\u6750\u6599\u306e\u6df1\u523b\u306a\u4e0d\u8db3"},"content":{"rendered":"<p>Recently, a major news emerged from the semiconductor industry. Japanese CMP (Chemical Mechanical Polishing) slurry giant AGC (formerly Asahi Glass Co., Ltd.) has announced a supply halt. It has been reported that its Fab1 DSTI slurry (Material Number: M2701505, AGC-TW) has been suspended. This sudden development has drawn the attention of industry insiders.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"750\" height=\"499\" src=\"https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/AGC.webp\" alt=\"\" class=\"wp-image-15685\" style=\"width:752px;height:auto\" srcset=\"https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/AGC.webp 750w, https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/AGC-300x200.webp 300w, https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/AGC-18x12.webp 18w, https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/AGC-600x399.webp 600w\" sizes=\"(max-width: 750px) 100vw, 750px\" \/><figcaption class=\"wp-element-caption\"><em>AGC\u306e\u30b9\u30e9\u30ea\u30fc<\/em><\/figcaption><\/figure>\n\n\n\n<p>\u30a2\u30ca\u30ea\u30b9\u30c8\u306f\u3001\u4f9b\u7d66\u6df7\u4e71\u306e\u76f4\u63a5\u7684\u306a\u539f\u56e0\u306f\u3001\u53f0\u6e7e\u304c\u4e3b\u8981\u306a\u534a\u5c0e\u4f53\u5316\u5b66\u54c1\u306b\u5bfe\u3057\u3066\u5c0e\u5165\u3057\u305f\u65b0\u305f\u306a\u8f38\u51fa\u5be9\u67fb\u653f\u7b56\u306b\u3042\u308b\u3068\u6307\u6458\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u653f\u7b56\u306f\u3001\u7279\u5b9a\u306e\u30cf\u30a4\u30a8\u30f3\u30c9\u6750\u6599\u306e\u8f38\u51fa\u306b\u5bfe\u3059\u308b\u898f\u5236\u3092\u53b3\u683c\u5316\u3059\u308b\u3082\u306e\u3067\u3001\u9ad8\u5ea6\u306a\u88fd\u9020\u30d7\u30ed\u30bb\u30b9\u306b\u5fc5\u8981\u306a\u8907\u6570\u306e\u88fd\u54c1\u30e2\u30c7\u30eb\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>AGC\u306f\u53f0\u6e7e\u306b\u751f\u7523\u62e0\u70b9\u3092\u69cb\u3048\u3001\u4e3b\u306b\u30a2\u30b8\u30a2\u5e02\u5834\u3078\u4f9b\u7d66\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u4e2d\u56fd\u672c\u571f\u306e\u8907\u6570\u306e\u4e0b\u6d41\u30a6\u30a7\u30fc\u30cf\u5de5\u5834\u306f\u3001\u4ee3\u66ff\u54c1\u306e\u691c\u8a0e\u3092\u6025\u3044\u3067\u3044\u307e\u3059\u3002\u4e00\u90e8\u306e\u5de5\u5834\u3067\u306f\u3001\u6d77\u5916\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3084\u56fd\u5185\u30e1\u30fc\u30ab\u30fc\u304b\u3089\u306e\u8abf\u9054\u3092\u5897\u3084\u3057\u59cb\u3081\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u306a\u304c\u3089\u3001\u77ed\u671f\u7684\u306b\u306f\u4f9b\u7d66\u903c\u8feb\u304c\u7d9a\u304f\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CMP\uff1a\u30a6\u30a7\u30fc\u30cf\u7528\u8d85\u5e73\u5766\u30b9\u30c6\u30fc\u30b8<\/h2>\n\n\n\n<p>\u96c6\u7a4d\u56de\u8def\u6280\u8853\u306e\u9032\u6b69\u3001\u7279\u306b\u30b5\u30d6\u30df\u30af\u30ed\u30f3\u6642\u4ee3\u306b\u304a\u3044\u3066\u306f\u3001\u5fae\u7d30\u5316\u3068\u30c7\u30d0\u30a4\u30b9\u5bc6\u5ea6\u306e\u5411\u4e0a\u304c\u6c42\u3081\u3089\u308c\u3001\u5c64\u9593\u5e73\u5766\u6027\u306e\u91cd\u8981\u6027\u304c\u307e\u3059\u307e\u3059\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u7d50\u679c\u3001\u534a\u5c0e\u4f53\u57fa\u677f\u306b\u5bfe\u3059\u308b\u8d85\u7cbe\u5bc6\u8868\u9762\u51e6\u7406\u3068\u9ad8\u3044\u8868\u9762\u54c1\u8cea\u3078\u306e\u9700\u8981\u306f\u9ad8\u307e\u308a\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u73fe\u5728\u3001\u5316\u5b66\u6a5f\u68b0\u7814\u78e8\uff08<a href=\"https:\/\/en.wikipedia.org\/wiki\/Chemical-mechanical_polishing\">CMP<\/a>CMP\uff08CMP\uff09\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u5e73\u5766\u5316\u3092\u5b9f\u73fe\u3067\u304d\u308b\u552f\u4e00\u306e\u30ad\u30fc\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3067\u3059\u3002\u96c6\u7a4d\u56de\u8def\u90e8\u54c1\u306e\u6700\u5c0f\u52a0\u5de5\u5bf8\u6cd5\u304c7nm\u3001\u3055\u3089\u306b\u306f5nm\u3078\u3068\u5fae\u7d30\u5316\u3059\u308b\u306b\u3064\u308c\u3001CMP\u6280\u8853\u306f\u3053\u3053\u6570\u5341\u5e74\u3067\u6025\u901f\u306b\u9032\u6b69\u3057\u307e\u3057\u305f\u3002\u305d\u306e\u7814\u78e8\u7cbe\u5ea6\u306f\u73fe\u5728\u3001\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u30ec\u30d9\u30eb\u306b\u9054\u3057\u3001\u534a\u5c0e\u4f53\u88fd\u9020\u306b\u304a\u3044\u3066\u5e83\u304f\u63a1\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>CMP\u306f\u30ca\u30ce\u30b9\u30b1\u30fc\u30eb\u96c6\u7a4d\u56de\u8def\u88fd\u9020\u306b\u304a\u3051\u308b\u6a19\u6e96\u30d7\u30ed\u30bb\u30b9\u3068\u306a\u308a\u3001\u30e0\u30fc\u30a2\u306e\u6cd5\u5247\u306e\u7d99\u7d9a\u7684\u306a\u767a\u5c55\u3092\u652f\u3048\u3066\u3044\u307e\u3059\u3002\u534a\u5c0e\u4f53\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3044\u3066\u3001CMP\u306f\u30a6\u30a7\u30fc\u30cf\u8868\u9762\u306e\u9ad8\u5ea6\u306b\u5e73\u5766\u306a\u72b6\u614b\u3092\u78ba\u4fdd\u3057\u3001\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u3084\u30a8\u30c3\u30c1\u30f3\u30b0\u306a\u3069\u306e\u5f8c\u7d9a\u5de5\u7a0b\u306e\u5f37\u56fa\u306a\u57fa\u76e4\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u5148\u7aef\u30c1\u30c3\u30d7\u88fd\u9020\u306b\u304a\u3044\u3066\u4e0d\u53ef\u6b20\u306a\u30d7\u30ed\u30bb\u30b9\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30b9\u30e9\u30ea\u30fc\u306e\u4e3b\u8981\u6750\u6599\u306b\u304a\u3051\u308b\u30d6\u30ec\u30fc\u30af\u30b9\u30eb\u30fc\u306e\u7dca\u6025\u306e\u5fc5\u8981\u6027<\/h2>\n\n\n\n<p>CMP\u306f\u3001\u7814\u78e8\u6db2\u3068\u5bfe\u8c61\u6750\u6599\u9593\u306e\u5316\u5b66\u53cd\u5fdc\u3001\u304a\u3088\u3073\u30b9\u30e9\u30ea\u30fc\u4e2d\u306e\u7814\u78e8\u7c92\u5b50\u306e\u6a5f\u68b0\u7684\u4f5c\u7528\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u6750\u6599\u3092\u9664\u53bb\u3057\u3001\u8868\u9762\u5168\u4f53\u306e\u5e73\u5766\u6027\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img decoding=\"async\" width=\"574\" height=\"349\" src=\"https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/\u56fe\u72471_\u526f\u672c.webp\" alt=\"\" class=\"wp-image-15686\" style=\"width:754px;height:auto\" srcset=\"https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/\u56fe\u72471_\u526f\u672c.webp 574w, https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/\u56fe\u72471_\u526f\u672c-300x182.webp 300w, https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/\u56fe\u72471_\u526f\u672c-18x12.webp 18w\" sizes=\"(max-width: 574px) 100vw, 574px\" \/><figcaption class=\"wp-element-caption\"><em>CMP\u30d7\u30ed\u30bb\u30b9\u306e\u6982\u7565\u56f3<\/em><\/figcaption><\/figure>\n\n\n\n<p>\u305d\u306e\u305f\u3081\u3001\u7814\u78e8\u6db2\u306fCMP\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308b\u4e2d\u6838\u6d88\u8017\u54c1\u306e\u4e00\u3064\u3067\u3042\u308a\u3001\u305d\u306e\u6027\u80fd\u306f\u7814\u78e8\u52b9\u7387\u3068\u30c1\u30c3\u30d7\u8868\u9762\u54c1\u8cea\u306b\u76f4\u63a5\u5f71\u97ff\u3092\u53ca\u307c\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u73fe\u5728\u3001\u4e16\u754c\u306eCMP\u30b9\u30e9\u30ea\u30fc\u5e02\u5834\u306f\u9ad8\u5ea6\u306b\u96c6\u4e2d\u3057\u3066\u304a\u308a\u3001\u7c73\u56fd\u3068\u65e5\u672c\u306e\u30e1\u30fc\u30ab\u30fc\u304c\u5e02\u5834\u306e80%\u4ee5\u4e0a\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u30cf\u30a4\u30a8\u30f3\u30c9\u5206\u91ce\u3067\u306f\u65e5\u672c\u4f01\u696d\u304c\u512a\u4f4d\u306b\u7acb\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4e00\u90e8\u306e\u4e2d\u56fd\u4f01\u696d\u306f\u4f4e\u4fa1\u683c\u5e2f\u304a\u3088\u3073\u4e2d\u4fa1\u683c\u5e2f\u306e\u88fd\u54c1\u3067\u306f\u4ee3\u66ff\u54c1\u306e\u5c0e\u5165\u3092\u5b9f\u73fe\u3057\u3066\u3044\u308b\u3082\u306e\u306e\u3001\u4e2d\u9ad8\u7d1a\u54c1\u306e\u81ea\u7d66\u7387\u306f\u4f9d\u7136\u3068\u3057\u306620%\u3092\u4e0b\u56de\u3063\u3066\u304a\u308a\u3001\u56fd\u7523\u4ee3\u66ff\u54c1\u306e\u65e9\u6025\u306a\u5c0e\u5165\u304c\u6c42\u3081\u3089\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u4e2d\u9ad8\u7d1a\u7814\u78e8\u6db2\u306e\u81ea\u7d66\u7387\u304c\u4f4e\u3044\u4e3b\u306a\u7406\u7531\u306e 1 \u3064\u306f\u3001\u4e3b\u8981\u306a\u539f\u6750\u6599\u306e\u73fe\u5730\u8abf\u9054\u304c\u4e0d\u5b8c\u5168\u3067\u3042\u308b\u3053\u3068\u3067\u3059\u3002<br>\u4f8b\u3048\u3070\u7814\u78e8\u5264\u306b\u3064\u3044\u3066\u8003\u3048\u3066\u307f\u307e\u3057\u3087\u3046\u3002CMP\u3067\u6700\u3082\u4e00\u822c\u7684\u306b\u4f7f\u7528\u3055\u308c\u308b\u7814\u78e8\u5264\u306f\u3001Al\u2082O\u2083\u3001SiO\u2082\u3001CeO\u2082\u306e3\u3064\u3067\u3059\u3002\u3053\u308c\u3089\u306f\u3001\u30a6\u30a7\u30fc\u30cf\u8868\u9762\u304b\u3089\u6750\u6599\u3092\u9664\u53bb\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u6a5f\u68b0\u7684\u306a\u529b\u3092\u751f\u307f\u51fa\u3059\u305f\u3081\u3001CMP\u30b9\u30e9\u30ea\u30fc\u306e\u91cd\u8981\u306a\u539f\u6599\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u307e\u3068\u3081<\/h2>\n\n\n\n<p>SMIC\u3084Huahong 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