BCNC is showing strong performance. The news that it has completed the quality test (qual test) for the semiconductor etching process component 'CD9 (Boron Carbide)' and is starting full-scale supply seems to be influencing its stock price. As the memory semiconductor industry increases investment to improve the reliability and efficiency of cutting-edge high-bandwidth memory (HBM) processes, CD9's performance appears to have been recognized.
As of 12:09 PM on the 13th, BCNC is trading at 15,260 KRW, up 23.5% from the previous day.
Earlier, BCNC completed the qual test for the semiconductor etching process component CD9 from the global semiconductor company H and received its first PO (purchase order). BCNC has been independently developing boron carbide to replace silicon carbide (SiC).
Kim Donhan, CEO of BCNC, said, "BCNC has developed synthetic quartz 'QD9+' and is currently supplying it in mass production, and has also been preparing CD9 for the past five years. Based on this research and development, BCNC will leap forward as a global specialized materials and components company."
The CD9 material is a new material based on boron carbide, which has superior wear resistance compared to Si (silicon) and SiC, mainly used in oxide etching during memory production processes. SiC has maintained strong growth due to its superior wear resistance compared to Si. However, as memory miniaturization and increased complexity intensify, the plasma power in the etching process has strengthened, revealing the drawbacks of SiC materials. Consequently, the need for next-generation new materials that can replace SiC is growing.
CD9 is primarily composed of boron and possesses high covalent bond energy. Compared to existing materials, the lifespan of parts is over 30% longer, allowing semiconductor device manufacturers not only to extend the replacement cycle of parts but also to reduce particle generation, thereby improving semiconductor production yield, according to BCNC.
BCNC holds patented technology that enables the production of the material itself in the form of a focus ring, reducing material and processing costs during product commercialization. BCNC has registered or applied for 22 patents domestically and internationally for CD9 materials and components, with additional applications in preparation.
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