At present, China's semiconductor industry is passively and actively accepting the process of comprehensive domestic substitution.
Not long ago December 2 , the United States added 140 semiconductor equipment and EDArelated companies including North Huachuang and HuaDa JiuTian to the Entity List, further increasing the risk of "bottleneck" in upstream equipment, materials, EDA&IP and components.
As for the future market, CMB International said that it is optimistic about the longterm opportunities for increasing domestic market share brought about by the trend of independent and controllable development of . The venezuela phone number list intensification of geopolitical risks has driven major economies to shift the primary goal of industrial chain development from improving production efficiency to ensuring supply chain security. For China, independent control of semiconductors will be a longterm trend, which will bring huge dividends of increased market share to related beneficiaries in the industrial chain.
Ping An Securities research report stated that the semiconductor industry has performed strongly since the third quarter of . The introduction of national stimulus policies has released market liquidity. At the same time, the industry is in a recovery cycle, performance has improved significantly yearonyear, valuations have also increased, and stock prices have rebounded sharply. As a typical industry with overlapping cycles and innovations, the semiconductor industry is rapidly improving amid the resonance of the recovery of consumer electronics and the innovation of artificial intelligence, with storage and processors benefiting the most. In , the overall growth of the semiconductor industry will stabilize, but the growth will be more balanced and healthier than in .