The market continues to be short of cores and new orders continue to flow, adding to the confidence of wafer manufacturing enterprises. Recently, a number of wafer manufacturers have successively announced their capital expenditure plans for 2022. Silterra, Malaysia's largest wafer foundry, recently announced that it plans to invest 645 million ringgit (about 150 million US dollars) to expand production, aiming to increase the annual production capacity by 20%.
According to semi data, the total sales of global semiconductor manufacturing equipment will exceed US $100 billion for the first time in 2021, reaching US $103 billion, an increase of 44.7% over US $71 billion in 2020, and is expected to increase to US $114 billion this year. Analysts said that China has become the world's largest semiconductor equipment market, and local semiconductor equipment has achieved key technological breakthroughs in multiple segments, promising investment opportunities for local semiconductor equipment.
According to the theme database of financial Associated Press, among the relevant listed companies:
The plasma etching equipment of Zhongwei company has been applied to international front-line customers from 65 nm to 14 nm, 7 nm and 5 nm and other advanced integrated circuit processing and manufacturing production lines and advanced packaging production lines.
Changchuan technology has successfully developed China's first fully automatic ultra precision probe platform with independent intellectual property rights, which is compatible with 8 / 12 inch wafer testing.
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