Annual report observation: Is domestic semiconductor equipment about to take off?
国产半导体设备企业在薄膜沉积、刻蚀、量/检测、CMP、清洗等领域均已具备一定先进制程设备技术积淀,在海外制裁升级背景下,半导体设备进口替代逻辑持续强化,看好晶圆厂加速国产设备导入,2023年半导体设备国产化率提升有望超出市场预期。此外,扩产预期上修叠加产业拐点临近,2024年半导体设备需求有望加速放量。
Dell officially announced that customers are requesting a reduction in Chinese components, and the company is focusing on purchasing from outside of China
戴尔实现零组件采购多元化,集团正专注于从中国以外采购零组件。
Electronic crystal oscillator industry chain: domestic substitution, widely used downstream
晶振作为频率控制和频率选择基础元件,广泛应用于资讯设备、移动终端、通信及网络设备、汽车电子、智能电表、电子银行口令卡等领域。