The tide of lack of core is difficult to solve. Domestic semiconductor equipment has set sail! Which companies have achieved "from 0 to 1"?
📊Executive Summary
The article discusses the ongoing semiconductor chip shortage that began in 2020, highlighting the extended delivery times for various semiconductor equipment. The lead times for critical semiconductor manufacturing equipment, such as ASML's ArF lithography equipment, have reached 24 months. The North American semiconductor equipment market has seen record-breaking sales, indicating strong demand. The localization of domestic semiconductor equipment in China is progressing, with several companies achieving significant milestones in production. This situation emphasizes the importance of semiconductor equipment for the stability of the semiconductor supply chain, particularly in China....
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