1. Company Overview of Jingyuda In the past, this process was tightly controlled by international giants: expensive equipment, closed processes, and long lead times for spare parts, often leading to “production line waiting for parts.” Now, in response to the domestic substitution demand for semiconductor equipment and the low domestic rate, a group of semiconductor … Read more
1. Driving Logic Friends, does the term “domestic substitution” sound like a foreign language to you? Don’t worry, today we won’t use PPT; instead, we’ll use bargaining skills to clarify the current landscape of domestic chip forces that are worth watching! Let’s get straight to the point—5 major directions + core players, covering “track positioning … Read more
As a seasoned trader, I analyze the industry chain to clarify trading logic and set clear goals, included in the “Industry Chain Analysis” collection; focusing on corporate analysis aims to accurately identify core targets—these targets are often at developmental turning points, harboring key investment opportunities, with related content included in the “Anchor Point Moments” collection;Leading … Read more
Once upon a time, Huawei’s Kirin chips surged forward, with the Kirin 950 boasting exceptional performance and efficiency, helping Huawei enter the top tier of global mobile chip manufacturers; the Kirin 970 pioneered AI at the edge, leading the technological frontier; and the Kirin 990 5G allowed consumers to experience lightning-fast 5G connectivity. However, in … Read more
The WeChat push mechanism can promptly notify viewers. Click the top right corner of the official account homepage to set it as a star, click ‘View’ and like and share it. No need for appreciation or encouragement. If you suffer losses from reading the article, feel free to discuss and criticize in the comments section, … Read more
The Electronics Enthusiast Network reports (by Wu Zipeng) that the 13th Semiconductor Equipment and Core Components and Materials Exhibition (CSEAC 2025) main forum and the 13th Annual Conference of the China Electronic Equipment Industry Association for Semiconductor Equipment was grandly opened by Taihu Lake in Wuxi. This year’s conference, themed “Strengthening Strategic Leadership, Deepening Innovation … Read more
1. Xinyuan Micro: Coating, Development, and Cleaning Equipment · Company Overview Founded in 2002 by the Shenyang Institute of Automation, Chinese Academy of Sciences, a joint venture between Advanced Manufacturing (Shenyang Institute + Nanhua Group) and South Korea’s STL; STL withdrew in 2007, and in 2013, the actual controller changed from the Shenyang Institute to … Read more
![Chip Equipment - Domestic Substitution and Self-Control in Core Areas [Beneficial Targets]](https://boardor.com/wp-content/uploads/2025/11/f710e139-682b-4b70-a176-b80db35754f6.jpg)
Click the blue text above to follow us On August 21, DeepSeek’s official WeChat account stated that UE8M0 FP8 is designed for the upcoming next-generation domestic chip. On August 22, DeepSeek-V3.1 was officially released, adding support for FP8 precision and domestic chips. CITIC Construction Investment Research Report believes that the support of leading domestic open-source … Read more
In semiconductor fabs, the PVD, CVD, and CMP modules are collectively referred to as the thin film department. Following this convention, I will discuss these three types of equipment together. From the name thin film, it is clear that these three types of equipment are used for the deposition of thin films and for the … Read more
Driven by the explosive growth of AI computing power and domestic substitution, the semiconductor equipment industry is facing unprecedented investment opportunities. As the technological competition between China and the U.S. intensifies, the proportion of domestic chip procurement continues to rise. Semiconductor equipment, as a “bottleneck” in the upstream of the industrial chain, has become a … Read more