Huatai Securities: Outlook for the semiconductor equipment market in the second half of the year, optimistic about three major investment opportunities.

Huatai Securities research report stated that looking ahead to the second half of the year, there are three major investment opportunities in the Chinese and global semiconductor equipment market: 1. Opportunities brought by the increasing demand for advanced process logic and advanced packaging under the promotion of generative AI. 2. Structural opportunities for the expansion of advanced process production in mainland China. 3. Investment opportunities in the "East rises, West falls" market share of equipment in China under the US export restriction policy.