Semiconductor parts have risen with the wind

Every time through AI flash, Guojin Securities said that semiconductor equipment parts play an important role in the industrial chain, with a large number, a wide variety and obvious market fragmentation characteristics. Under the background of independent and controllable acceleration, with the rise of downstream domestic equipment manufacturers, mechanical parts take the lead in making breakthroughs, and the rapid progress of localization, domestic high-quality semiconductor parts manufacturers are expected to replicate the accelerated penetration path of domestic semiconductor equipment companies in the past two years, ushering in the acceleration of share and performance.