In recent years, the mainland has continued to vigorously support the development of the semiconductor industry through various policies. Standing at the height of the national strategy, put forward the top-level planning for the development of the industry, carry out multi-angle and all-round support from top to bottom, accelerate the development of the industry, and carry out fiscal and taxation policies, R&D project support, industrial investment, talent subsidies and other aspects.
After the cyclical correction of the industry and geopolitical shocks, the semiconductor equipment track still highlights the characteristics of "long slope and thick snow", and most companies in the A-share semiconductor equipment sector maintained growth. Although the overall performance growth rate of the sector has declined, the leading company NAURA predicts a year-on-year profit growth of up to 200% in the first quarter of this year, further boosting market confidence.
A number of manufacturers said that the performance of the market was mainly due to the increase in the share of domestic semiconductor equipment, and at the same time, the ability to resist industrial cycle risks was improved by improving product categories. Some domestic leading wafer manufacturers told reporters that this year, the company's production line has increased the verification and introduction of domestic equipment and materials.
With the intensification of competition in the global integrated circuit semiconductor industry, the independent and controllable domestic substitution of the industry has accelerated, and the creation of an independent and controllable whole industry chain has once again become a catalyst for the semiconductor industry. In this regard, market participants have said that the independent and controllable semiconductor industry chain is the long-term main line, and the domestic replacement of equipment and parts will usher in an accelerated period.
I would like to share with you a few semiconductor industry companies that I have tracked for a long time, are more optimistic, and will have greater development prospects later:
Xinjieneng : the third generation of semiconductor power device platform, at present Jinlan Semiconductor has established a complete technical team proficient in product development, process technology and equipment maintenance, most members of the team have decades of rich experience in IGBT module product and process development, and have good production quality management experience. The first IGBT module packaging and testing production line of Cam Ranh Semiconductor has been basically purchased and built, and the selected machinery and equipment are all internationally advanced and mature packaging and testing equipment in the past two years.
Lihewei: The company takes integrated circuit chip technology as its core competitiveness and provides complete solutions of "chips, software, modules, terminals and systems" for the market, so that the company's series of chip products, business scale and market position continue to develop and improve.
Sanan Optoelectronics: The company is mainly engaged in the research and development, production and sales of compound semiconductor materials and devices, with gallium nitride, gallium arsenide, silicon carbide, indium phosphide, aluminum nitride, sapphire and other compound semiconductor new materials involved in epitaxial wafers and chips as the core business.
Jianghuawei: As the production capacity of downstream semiconductor chips and their packaging customers continues to rise, the company's sales revenue has achieved great growth.
The last one is my favorite
(1) Integrated circuit semiconductor national key support small giant enterprise units, with state-owned background, has developed the most core chip semiconductor, will become the strongest domestic chip main force
(2) Comprehensive layout in the field of science and technology, artificial intelligence + chip semiconductor + AI computing power concentrated development
(3) From a technical point of view, the current position is still a historical low, which is very suitable for latent nodes, and the subsequent outbreak space is very large, and the growth valuation is beyond imagination!
Because of the length of the article, the specific situation will not be introduced here, welcome to communicate in the comment area!