How is the import substitution trend affecting the supply-demand balance for specialty chemical intermediates like CAS 118121-89-4?

How is the import substitution trend affecting the supply-demand balance for specialty chemical intermediates like CAS 118121-89-4?
China's push for self-reliance in semiconductor and PCB materials is reshaping procurement patterns for intermediates such as CAS 118121-89-4. Domestic photoresist makers are expanding capacity, with Beijing Kehua supplying 13 12-inch and 17 8-inch customers, and Rongda Sensitive adding TFT array and i/g-line resist lines. This increases local demand for high-purity building blocks. However, the upstream supply of ultra-clean raw materials for packaging still relies on imports from Entegris and Tosoh, creating a bottleneck. As domestic producers scale up, they face pressure to meet semiconductor-grade purity, which favors suppliers who can guarantee low metal ion content and consistent batch quality.