Lates News

CITIC Securities predicts that at least three technical trends will drive the increase in usage and importance of etching equipment: 1. The adoption of multi-patterned lithography routes; 2. The demand for three-dimensional stacked storage and near-storage computing; 3. Upgrades to the underlying transistor structure. In the long term, the direction of semiconductor equipment localization is clear, and in the short term, the expansion of downstream production capacity is expected to drive the industry into a new growth period. It is recommended to pay attention to opportunities for domestic etching equipment manufacturers and related supporting equipment and component companies.