Cathay Pacific Haitong released a research report saying that in the next 2-3 years, China's semiconductor equipment will still be in a boom cycle. The core growth engine comes from the structural expansion of advanced manufacturing processes, advanced storage and advanced packaging, and the continued increase in domestic equipment market share. The definitive direction suggests focusing on manufacturers related to etching, film deposition, cleaning, CMP, etc., elastic measurement testing, advanced packaging equipment, and high-end testing equipment, which is a direction worth paying attention to.

Cathay Pacific Haitong released a research report saying that in the next 2-3 years, China's semiconductor equipment will still be in a boom cycle. The core growth engine comes from the structural expansion of advanced manufacturing processes, advanced storage and advanced packaging, and the continued increase in domestic equipment market share. The definitive direction suggests focusing on manufacturers related to etching, film deposition, cleaning, CMP, etc., elastic measurement testing, advanced packaging equipment, and high-end testing equipment, which is a direction worth paying attention to.