This account rarely writes articles, mainly focusing on core directions. Previously focused on AI hardware, today we focus on semiconductors!【Catalytic Factors】
The U.S.: In June, it was hinted that the Department of Commerce would revoke the export exemptions for Intel, Samsung, and SK Hynix regarding chip equipment to China by the end of August.
Main impact directions: EUV lithography machines, high-precision etching machines, thin-film deposition equipment, 3D NAND technology below 7nm, with a focus on front-end equipment.
【A-share Summary for Personal Use】This article is only for personal reference and not a stock recommendation.
1. Huaya Intelligent: Equipment for lithium battery electrode production, as well as precision structural components for semiconductors, showing an upward trend (continuation of the bull market trend) combined with dual concepts of lithium batteries and semiconductors!
2. Changchuan Technology: The large fund holds 24 million shares, with institutional investors increasing their holdings by over 100%, mass production of 7NM precision semiconductor components.
3. Northern Huachuang: Leading in etching machines domestically, with institutional investors increasing their holdings, a theme of large and beautiful.
4. Zhongwei Company: Significant growth in etching machines and thin-film deposition equipment, primarily focusing on semiconductor front-end equipment, beginning to enter the back-end.
5. Huahai Qingke: The global third leader in CPM equipment, the only domestic company capable of mass production of 12-inch wafers, with new models breaking the monopoly of Japan and the U.S.
Note: In June, PCB and CPO, pharmaceuticals were initiated; in July, military + robotics; in August, liquid cooling and TMT; in September, new directions in lithium batteries, semiconductors, and consumer goods, with the first two having more sustainability, focusing on front-line targets and mid-tier.(Personal summary for reference, not promotional)