As one of the "three scumbags" (semiconductor, securities, and military industry), chip semiconductors make the majority of retail investors love and hate. Love is independent and controllable, domestic substitution feelings, hate is reduced to a tool for capital cashing, harvested over and over again. The reorganization of the Ministry of Science and Technology, the establishment of the Central Science and Technology Commission, and the issuance of the "Digital China Construction Overall Layout Plan" have ignited the flame of hope for the digital economy, and chip semiconductors as a branch have once again been placed on high hopes.
There are many branches of the chip industry chain, lithography machine, etching machine, EDA software, electronic special gas, packaging and testing, etc., the old cow is not clear, can only choose some good graphics, active stocks, upward trend, to all fans and bullish families as a reference, it is recommended to collect it and study well.
(1) CPU/GPU: CPU, GPU and other chips are the core of electronic systems, but also the core composition of computing power, which is extremely important for autonomous and controllable security, and is also an important subdivision of the "stuck neck" of the mainland. It is recommended to pay attention to: Cambrian (dragon), Loongson Zhongke, VeriSilicon, Jingjiawei (those who do not have the authority of the science and technology innovation board can follow).
(2) Semiconductor equipment: The core purpose of the new regulations on semiconductor regulation in the United States is to limit the manufacturing capacity of the mainland, accelerate the urgency of domestic substitution, on the other hand, domestic policy support, in this context, domestic fabs are expected to increase the scale of use of domestic semiconductor equipment and materials, domestic substitution is also accelerating, and the future growth space is huge. It is recommended to pay attention to: North Huachuang (leader), AMEC, Xinyuan Micro, Huafon Measurement and Control, Zhichun Technology, etc.
(3) Semiconductor materials: 1. Photoresist. Rongda photosensitive (dragon), Zhangjiang Hi-tech (dragon), China Wafer Square Technology, Nanda Optoelectronics, Jingrui Electronic Materials, Tongcheng New Materials, Shanghai Xinyang; 2. Silicon wafers: Shanghai silicon industry, Leon Micro; Third, electronic special gas: Yake technology; 4. Polishing pad: Dinglong shares; 5. Wet electronic chemicals: Jianghuawei, Grinda; 6. Sputtering targets: Jiangfeng Electronics, A Shichuang; 7. The third generation of semiconductor materials: Sanan Optoelectronics; 8. Packaging material: Kangqiang Electronics (faucet).
(4) Chip design: design is not our short board, this direction is not the mainstream hot spot, most of the stocks have not yet come out, focus on a few slightly strong superimposed concepts, such as Huiding Technology, Shanghai Beiling, Fuhan Micro, Quanzhi Technology, Beijing Junzheng, Fuman Micro, Zhuosheng Micro, Huasheng Tiancheng, etc.
(5) Wafer foundry: SMIC, CR Micro.
(6) Packaging and testing: Tongfu Micro Electric (Dragon), Changdian Technology, Huatian Technology.