Recently, when analyzing industry trends in the research notes, Xinlai Yingcai said that in 2026, the global semiconductor industry, especially in China, is at the peak of a new round of production expansion. The capital expenditure of domestic fabs remains high, and the trend of localization of the superimposed supply chain is further accelerating, bringing significant order increases to the company's pan-semiconductor business. According to reports, judging from the business situation in the first half of 2026, the company's overall revenue increased 9.69% year on year. Among them, pan-semiconductor business revenue and new orders all showed a good growth trend. The company has clearly benefited from product lines such as ultra-high purity gas systems, high clean vacuum systems, and semiconductor equipment core components. “Ongoing orders are currently at a good level, and demand from downstream customers is strong. The company will continue to seize the dual opportunities of peak semiconductor production expansion and domestic substitution to accelerate capacity matching and market expansion. It is expected that the semiconductor business will continue to grow rapidly in the coming quarters.” Xinlai said so.

Recently, when analyzing industry trends in the research notes, Xinlai Yingcai said that in 2026, the global semiconductor industry, especially in China, is at the peak of a new round of production expansion. The capital expenditure of domestic fabs remains high, and the trend of localization of the superimposed supply chain is further accelerating, bringing significant order increases to the company's pan-semiconductor business. According to reports, judging from the business situation in the first half of 2026, the company's overall revenue increased 9.69% year on year. Among them, pan-semiconductor business revenue and new orders all showed a good growth trend. The company has clearly benefited from product lines such as ultra-high purity gas systems, high clean vacuum systems, and semiconductor equipment core components. “Ongoing orders are currently at a good level, and demand from downstream customers is strong. The company will continue to seize the dual opportunities of peak semiconductor production expansion and domestic substitution to accelerate capacity matching and market expansion. It is expected that the semiconductor business will continue to grow rapidly in the coming quarters.” Xinlai should have said it.