According to the CITIC Construction Investment Research Report, global semiconductor equipment components are experiencing a wave of price increases across 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. Parts companies are small in scale and account for a high proportion of fixed costs, and price increases directly translate into profits; at the same time, the production line expansion cycle lasts 12-18 months, and supply elasticity is the worst. Pay attention to domestic substitution demands and price increase logic brought about by extended delivery times from overseas suppliers such as valve pipelines, ceramic parts, RF power supplies, and GAS BOX.

According to the CITIC Construction Investment Research Report, global semiconductor equipment components are experiencing a wave of price increases across 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. Parts companies are small in scale and account for a high proportion of fixed costs, and price increases directly translate into profits; at the same time, the production line expansion cycle lasts 12-18 months, and supply elasticity is the worst. Pay attention to domestic substitution demands and price increase logic brought about by extended delivery times from overseas suppliers such as valve pipelines, ceramic parts, RF power supplies, and GAS BOX.