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In-depth report on the semiconductor equipment industry: Domestic breakthroughs are accelerating, ushering in medium and long-term investment opportunities
Chip manufacturing capabilities are the key to realizing the independent control of the country's integrated circuits and even the information industry. Wafer manufacturing, packaging and testing, as well as upstream supporting equipment and materials are the foundation. At present, the first phase of the National Integrated Circuit Industry Fund has leveraged a total investment of about 500 billion yuan from local governments to support the development of all aspects of integrated circuits, among which wafer manufacturing and packaging and testing production lines are the focus. The second phase has also officially begun and is expected to drive tens of thousands of investments. 100 million capital, then storage, advanced process and other wafer lines will continue to focus on investment, in addition, support for equipment and materials will be increased. According to the current plan, about 45% of the world's new wafer lines from 2017 to 2020 are located in mainland China. In the upstream and downstream links supporting wafer manufacturing, local manufacturers will usher in good opportunities for substitution and development.
08
2022
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What are semiconductor equipment?
Semiconductor equipment generally refers to the production equipment required to produce various semiconductor products and is a key supporting link in the semiconductor industry chain. Semiconductor equipment is the technology leader in the semiconductor industry. Chip design, wafer manufacturing, packaging and testing, etc. need to be designed and manufactured within the scope allowed by equipment technology. The technological progress of equipment in turn promotes the development of the semiconductor industry.
Shanghai Chengchuan Electronic Technology Co., Ltd.
R&D
19
2021
05
HOPO Electronics successfully signed a contract with Almedeo Co., Ltd.
On April 21, the 2021 Kunshan Sino-Japanese Industrial Investment Briefing Conference with the theme of "'Sakura' is a flower blooming with you" was held in Shanghai. Li Yongchuan, General Manager of HOPO Electronics, was invited to participate in the briefing and successfully communicated with Al Medeo has signed a contract.
22
04
Kunshan High-tech Zone's "National Approval" 10th Anniversary Kunshan HOPO is on the list
On November 27, the 2020 Kunshan Golden Autumn Economic and Trade Fair High-tech Zone Special Session and Kunshan High-tech Zone.Yangcheng Lake Innovation Forum were held. Main leaders of Suzhou and Kunshan cities, scientists at home and abroad, as well as guests from universities and institutes, talent teams and industrial and financial circles attended the forum. Kunshan HOPO Electronics was invited to participate in this event and took the stage to participate in the national batch signing ceremony.
02
2020
12
Be religious because we have hope...
11
09