Semiconductor Industry 2024 Strategy Report: The wave of domestic substitution is unstoppable, grasp equipment materials

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"Semiconductor Industry 2024 Strategy Report: The Wave of Domestic Substitution is Unstoppable, Grasp the Window Period of Equipment and Material Layout"

1. 2023 electronics industry investment review

2. Semiconductor equipment: the general trend of domestic substitution, accelerate the introduction of local equipment

3. Semiconductor materials: the downstream drives demand, and there are many subdivided categories

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The following is an excerpt from the report:

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