From the bottom of the beginning of the year to multiple in-depth reports & in-depth reviews & press reviews, the follow-up of domestic semiconductor equipment 'Forceshammer' still has strong momentum!
Repeatedly highlighting the bright spots beyond expectations, the current point reiterates:
1 The growth rate of the mid-year report exceeded the expectations of the market, and we expect the performance to continue in the second half of the year.
2 The landing of the SMIC Beijing B3 plant (30%+ domestic equipment production rate) will be of great benefit to the company's interim results.
3 core products Cu Barrier Seed equipment will soon pass the production line certification, accounting for more than 70% of the PVD equipment, explosion models will significantly pull the future performance.
4 The establishment of a North American R&D center attracts top talent globally. Substantial progress has recently been made.
5 Industrial cluster effect (SMIC/YD/microelectronics/BOE, etc.) continues to bring positive influence to the company.
6 In the packaged sales mode of integrated circuit equipment, a more extensive product line will become a key competitive advantage for the company in the future.
7 The company's silicon etching equipment is one of the three decisive equipments for advanced process manufacturing (the other two are lithography machines and ion implanters), and it has strategic significance.
8 From the general trend of industrial development, the breakthrough in the domestic memory industry will provide continuous strong driving force for the company's future development.