4th to 6th floors, Junfu Building, Tongfu Industrial Zone, Aiqun Road, Shangwu Community, Shiyan Street, Bao'an District, Shenzhen
2023-11-27
The semiconductor industry chain rose across the board, and the Semiconductor Equipment ETF (159516) rose nearly 6%
The semiconductor industry chain has surged, with lithography machines leading the way. Xinlai Materials, Infront Micro, Unisoc Micro, Zhangjiang Hi-Tech, Fujing Technology, and Jianghua Micro have reached their daily limit. The Semiconductor Equipment ETF (159516) rose nearly 6%, with a turnover of over 44 million yuan.
GF Securities stated that the domestic semiconductor equipment industry is growing rapidly and there is broad room for domestic substitution. Semiconductor equipment is the core tool for manufacturing semiconductor chips, which directly determines the production efficiency, cost and quality of the chip. The technological progress of semiconductor equipment directly promotes the improvement of chip integration, thereby promoting the continuous improvement of the performance of electronic products. In recent years, in the increasingly complex external environment, the importance of semiconductor equipment, as a key technical link that is "stuck", has continued to increase. Currently, China is one of the world's major semiconductor equipment markets. In the future, with the continued expansion of domestic wafer production capacity, the market size of the domestic semiconductor equipment industry is expected to continue to grow. For domestic semiconductor equipment manufacturers, in addition to the natural expansion of industry scale, the driving force also includes domestic substitution in the domestic market. The current localization rate of semiconductor equipment continues to increase, and the share of domestic substitution drivers will increase, which will contribute considerable growth speed and space to the industry.
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2023-11-27
The semiconductor industry chain rose across the board, and the Semiconductor Equipment ETF (159516) rose nearly 6%
