① On January 16, in response to reporters' questions, the Ministry of Commerce said that when US companies export relevant mature chip products at low prices to China, the investigation authorities will examine them in accordance with relevant Chinese laws and regulations and WTO rules, and will launch an investigation in accordance with the law. ② The Minsheng Securities Research Report points out that there is an urgent need for autonomy and control at the core of semiconductors, and domestic manufacturers that continue to break through in advanced manufacturing will usher in major development opportunities.
On January 16, in response to questions from reporters, the Ministry of Commerce said that the domestic chip industry reported that for some time, the Biden administration has given large subsidies to the chip industry. As a result, US companies have gained an unfair competitive advantage and exported related mature chip products to China at low prices, harming the legitimate rights and interests of China's domestic industry. China's domestic industry's concerns are normal, and they also have the right to apply for trade remedy investigations. Investigating domestic industry applications and claims will be examined by the investigation authorities in accordance with relevant Chinese laws and regulations and WTO rules, and will initiate investigations in accordance with the law.
According to SEMI data, from 2025 to 2027, mainland China will be the market with the highest equipment expenses for 12-inch fabs in the world, and the total equipment expenses for three years will exceed 100 billion US dollars. Domestic semiconductor equipment companies are developing rapidly. Currently, they have covered fields such as etching, thin film deposition, furnace tubes, cleaning, and rapid annealing, and their process coverage and market share are constantly increasing. The Minsheng Securities Research Report points out that there is an urgent need for autonomy and control at the core of semiconductors. Domestic manufacturers that continue to break through in advanced manufacturing will usher in major development opportunities and are optimistic about core sectors such as advanced manufacturing and semiconductor equipment, where the current localization rate needs to be broken through urgently.
According to the Financial Federation's theme library, among the relevant listed companies:
Precision Measurement Electronics has formed a layout in all fields of semiconductor testing in the front and back stages. It mainly focuses on the field of automatic inspection equipment (ATE), and has now achieved localized research and development of key core products.
Beifang Huachuang successfully developed various high-end equipment with independent intellectual property rights, such as high density plasma chemical vapor deposition (HDPCVD), double Damascus CCP etching machine, vertical furnace atomic layer deposition (ALD), and high dielectric constant atomic layer deposition (ALD).