Domestic substitution of PS conductive materials is accelerating, and Hydrolon’s self-developed masterbatch has broken the monopoly

Domestic substitution of PS conductive materials is accelerating, and Hydrolon's self-developed masterbatch has broken the monopoly

High-end PS conductive materials have long been monopolized by US and Taiwanese enterprises, with a domestic self-sufficiency rate of less than 42%, becoming a critical bottleneck restricting the development of the carrier tape industry. With the surge in AI and advanced packaging demand, domestic substitution has entered a critical window.

Xiamen Hatro Electronics Co., Ltd.’s self-developed PS conductive masterbatch (EC series) uses multi-stage melt shear coupled with ultrasonic dispersion technology to build a stable conductive network in the PS matrix. With a dosage of only 8–12wt%, it stabilizes carrier tape surface resistivity at 10⁶–10⁹Ω/sq,<8% after 1,000 winding cycles—matching the performance of top international brands.

This material completely breaks overseas technological monopolies, reducing domestic carrier tape costs by 30% and shortening delivery lead times from 8 weeks to 2 weeks. Hatro’s PS conductive masterbatch is now in mass production, covering SOP-8, QFN, BGA, and other full-series carrier tapes, providing core material support for domestic OSATs.

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