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Hamamatsu Photonics highlights competitive edge in stealth dicing technology through vertical integration

Saturday, March 14, 2026 at 09:04 PM

Hamamatsu Photonics emphasizes the competitive advantage of its vertically integrated business model, specifically regarding its proprietary stealth dicing technology used in semiconductor wafer processing.

Context

On March 14, 2026, Hamamatsu Photonics highlighted the strategic advantage of its Stealth Dicing (SD) technology, emphasizing a vertical integration model that spans from internal laser source development to specialized dicing engines. Unlike traditional blade dicing or laser ablation, SD technology focuses a laser beam inside the wafer to create a modified layer, allowing for mechanical separation with zero kerf loss, no chipping, and a completely dry process. This is increasingly critical for the AI chip and MEMS markets, where miniaturization and multi-layered semiconductor architectures require high-yield, damage-free separation. As the semiconductor market trends toward a $1 trillion valuation by 2030, Hamamatsu Photonics has set an aggressive sales target of 68 billion yen for its semiconductor-related segment by FY30. By controlling the entire technology stack—including TDI-CCD image sensors, high-intensity light sources, and dicing engines—the company aims to outpace competitors like DISCO Corporation. The global stealth dicing laser system market is projected to reach approximately $390 million by 2033, reflecting a robust 7.8% CAGR driven by the demand for advanced packaging in logic and DRAM production.

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Hamamatsu Photonics
Hamamatsu Photonics
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