国泰海通|电子:自强,先进制程设备的突破是核心

国泰海通证券研究
Oct 09

报告导读:美国众议院的中美战略竞争特别委员会出具报告,详细阐述制裁的现状并提出新的建议,以遏制我国半导体产业的发展。我们认为优秀的半导体设备公司肩负着突破先进制程节点技术的重任,虽任重道远,但我们看好相关公司能不断实现突破、不断成长。投资建议。美国众议院“中美战略竞争特别委员会”出具一份对中国半导体战略的系统性“围堵”建议书,核心逻辑是中国半导体产业的崛起威胁美国国家安全与全球技术主导地位,报告...

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