Table of Contents 1. Introduction to IGS 2. Main Functions of IGS 3. Sealing Methods of IGS 1. Introduction to IGS Many special gases used in FAB are toxic and corrosive, with high purity requirements, typically 5N or 6N. How can we ensure the safe and precise flow of these special gases into the process … Read more
Key developments in the domestic chip industry and representative companies in major fields: Field Key Developments Representative Companies/Technologies Level/Status Advanced Manufacturing Processes 14nmmass production,7nmbreakthrough SMIC Leading in mainland China e-Flash technology mass production below28nm Lingkai Semiconductor Internationally competitive, filling domestic gaps AIChips FP8precision solutions, computing power optimization, ecosystem building Huawei Ascend910B, Moore ThreadsMUSA, Cambricon Ascend910B … Read more
In the rapid development phase of the semiconductor industry, the profitability of equipment manufacturers primarily relies on the continuously expanding market demand and equipment sales. However, as the global wafer fab capacity expansion enters a relatively rational phase, the growth rate of equipment demand has gradually slowed down. According to data from the Semiconductor Equipment … Read more
In the wave of accelerated iterations of AI technology, the explosive growth in computing power demand is profoundly reshaping the electronic manufacturing supply chain. This trend not only drives continuous breakthroughs and upgrades in PCB (Printed Circuit Board) technology but also directly spurs a surge in the procurement of PCBA (Printed Circuit Board Assembly) equipment. … Read more
A research and investment information platform tailored for financial professionals Expectation difference is productivity. —— Jingbei Yueguang Recently, we have clearly felt that the semiconductor equipment sector is in a state of rising sentiment. On one hand, during a slight pullback in mid-June, some short-term holdings have been washed out, establishing a foundation for growth; … Read more
Remember to star the public account ⭐️ to receive notifications promptly. Recently, SEMI pointed out in its latest “Global Semiconductor Equipment Market Report” that the global semiconductor equipment shipment value in the first quarter of 2025 is expected to grow by 21% year-on-year, reaching $32.05 billion. According to typical seasonal patterns, the shipment value in … Read more
Review: Guzi Economy vs. Semiconductor Equipment! Who Will Take Over A-Share Sentiment Amid US Rate Cut Expectations and Middle East Conflicts? The Mysterious Forces Behind the Surge in Gold Stocks? 1. Daily Sentiment Driving Individual Stocks and Logic Guzi Economy Concept Stocks (New Cultural Consumption Format) Event Catalyst: The LABUBU series under Pop Mart is … Read more
Originally published in the “Bulletin of the Chinese Academy of Sciences” 2025, Issue 5, Special Issue “Building a World-Class Science and Technology Power” – Special Topic “Current Status and Future Considerations of High-End Manufacturing”. Ye Tianchun1* Zhu Yu2 Zhang Guoming3 Du Xiaoli4 Lei Zhenlin5 Yuan Pengpeng1 1 Institute of Microelectronics, Chinese Academy of Sciences 2 … Read more
The performance growth pressure for North Huachuang under a high base is also coming, and how the terminal demand in various fields unfolds may be an important factor in the increase of domestic semiconductor equipment penetration. With the recently disclosed 2024 annual report and 2025 Q1 report achieving historical best levels, North Huachuang plans to … Read more
It must be reminded to everyone. The era of the U.S. dominating the technology sector has become a thing of the past. This news has spread throughout all institutional circles; if you are still unaware, you may miss the next stock price surge of tenfold for Northern Huachuang. Many may still be unclear that in … Read more