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🔥 Semiconductor equipment sector surged yesterday! The core drivers are SMIC + Huahong Group's capacity expansion implementation. After the civil construction of wafer fabs is completed, equipment installation and debugging will be scheduled promptly. Among the current demand, aside from lithography machines, equipment for key processes such as etching and thin film deposition has become the market focus.
✅ A-shares key highlights ▫️Etching equipment: North China Innovation, Advanced Micro-Fabrication Company ▫️Thin film deposition equipment: Tuojing Technology ▫️Cleaning equipment: Shengmei Shanghai, ZhiChun Technology ▫️Inspection and measurement equipment: Jingce Electronics, Zhongke Feice ▫️Backend testing equipment: Huafeng Testing & Control, Changchuan Technology