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09-03

China Semiconductor three-way attack

According to the research report of Guosen Securities, in the first eight months of 2020, nearly 10,000 (9335) companies in China switched to the chip industry, a year-on-year increase of 1.2 times. There are currently 62 listed A-share semiconductor companies, and the number of newly transformed semiconductor companies is 150 times the stock.
China Semiconductor three-way attack
07-31

Interpretation of semiconductor equipment market trends

The new crown pneumonia continues to spread globally. At the time of writing this article (July 20, 2020), 14.3 million people worldwide have been infected with the new crown pneumonia, and the death toll exceeds 600,000. At present, the spread of new crown pneumonia is increasing, so countries around the world continue to "lock the door"! As a result, demand in the manufacturing industry has declined, the supply chain of parts and materials has been interrupted, and companies have generated huge deficits. Many companies are unable to predict the performance of the next financial year.
Interpretation of semiconductor equipment market trends
07-27

Semiconductor equipment spending has increased for two consecutive years, and is expected to hit a new high in 2021

The International Semiconductor Industry Association (SEMI) announced the Mid-Year Total Semiconductor Equipment Forecast-OEM Perspective at the annual American International Semiconductor Exhibition (SEMICON West). )’S total sales of semiconductor manufacturing equipment will reach 63.2 billion U.S. dollars, an increase of 6% from 2019’s 59.6 billion U.S. dollars. Revenue in 2021 will show strong double-digit growth, setting a historical record of 70 billion U.S. dollars.
Semiconductor equipment spending has increased for two consecutive years, and is expected to hit a new high in 2021
03-31

Domestic semiconductor equipment is counterattack

Lithography machine, etching machine and thin film deposition equipment are the three core equipment in the chip manufacturing process. If the chip is compared to a flat engraving work, then the lithography machine is a draft brush, and the etching machine is an engraving knife. The deposited film is the material that composes the work. The precision of lithography directly determines the size of the components, and the precision of etching and film deposition determines whether the size of lithography can be actually processed. Therefore, lithography, etching and film deposition equipment are the most important in the process of chip processing. Three types of main equipment, the value of which accounts for nearly 70% of the previous equipment.
Domestic semiconductor equipment is counterattack
03-16

The second phase of the National Big Fund or the end of March will start real investment, and the semiconductor industry will be profitable again

According to a report from China Securities Journal on March 12, there was news in the industry that "the second phase of the National Fund should be able to start real investment at the end of March." In this regard, a person close to Huaxin Investment (the national fund manager) disclosed that "we are working hard to advance according to this goal."
The second phase of the National Big Fund or the end of March will start real investment, and the semiconductor industry will be profitable again
03-16

SEMI: Global fab equipment spending will hit a new high in 2021

Recently, the latest global fab forecast report released by the International Semiconductor Industry Association (SEMI) shows that global fab equipment spending will rebound from the low in 2019. After a steady recovery in 2020, it is expected to grow substantially in 2021, setting a record for investment. New record.
SEMI: Global fab equipment spending will hit a new high in 2021
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