According to the CITIC Construction Investment Research Report, SEMI revised its full-year forecast, Hynix's production capacity tripled in 2034, and the global semiconductor boom cycle continues to be established. SEMI released a report on June 11, drastically raising the global front-end semiconductor equipment market growth forecast for 2026 to 23.5% from 16.5% previously, to reach US$152.2 billion. Q1 Global semiconductor equipment shipments reached US$36.55 billion, +14% year over year, a record high in a single quarter. After announcing SK Hynix's plan to double its five-year production capacity at the beginning of this month, SK Group Chairman Choi Tae-won further revealed in an interview recently that if all construction plans proceed as expected, then Hynix's production capacity will triple by 2034. The parts sector is the most flexible direction in this round of the market. The world's semiconductor equipment components are experiencing a wave of price increases throughout the entire chain, which is rare in history. The pricing power in the semiconductor industry chain is shifting structurally from chip terminals to equipment and components.

According to the CITIC Construction Investment Research Report, SEMI revised its full-year forecast, Hynix's production capacity tripled in 2034, and the global semiconductor boom cycle continues to be established. SEMI released a report on June 11, drastically raising the global front-end semiconductor equipment market growth forecast for 2026 to 23.5% from 16.5% previously, to reach US$152.2 billion. Q1 Global semiconductor equipment shipments reached US$36.55 billion, +14% year over year, a record high in a single quarter. After announcing SK Hynix's plan to double its five-year production capacity at the beginning of this month, SK Group Chairman Choi Tae-won further revealed in an interview recently that if all construction plans proceed as expected, then Hynix's production capacity will triple by 2034. The parts sector is the most flexible direction in this round of the market. The world's semiconductor equipment components are experiencing a wave of price increases throughout the entire chain, which is rare in history. The pricing power in the semiconductor industry chain is shifting structurally from chip terminals to equipment and components.