Upstream and downstream expansion production busy semiconductor equipment ushering in a year of great growth.

According to statistics from reporters, since the beginning of this year, A-shares have seen semiconductor testing and storage module manufacturers like Changdian Technology, Tongfu Microelectronics, Huatian Technology, DeepTech, and Chengbang Shares, as well as wafer manufacturers like Sinolink Integrated Circuit and Mind Electronics, disclose expansion projects with a total investment of nearly 45 billion yuan. The explosive growth in demand for AI computing power has led to a significant increase in demand for advanced AI chips, storage chips, high-end power devices, interconnect chips, and other components, leading to a continuous supply gap in advanced wafer manufacturing and advanced packaging capacities. In addition, the expansion in semiconductor wafer manufacturing and advanced packaging, combined with the expansion of storage chip production, brings enormous growth opportunities for semiconductor equipment and material manufacturers, according to industry insiders in the semiconductor industry.