投资要点:北方华创 是中国集成电路高端工艺装备的龙头企业,其持续丰富产品矩阵开拓新市场。公司主营业务涵盖电子工艺装备和电子元器件两大板块,其中半导体设备模块以领先的技术实力、多样化的产品种类和广泛的工艺覆盖,不断巩固其国内领先优势。公司长期专注于集成电路制造中的刻蚀、薄膜沉积等核心工艺环节,并全面布局热处理、湿法设备等领域。2025年,公司进一步开拓离子注入设备市场,并通过并购 芯源微 成功切入...
Source Link投资要点:北方华创 是中国集成电路高端工艺装备的龙头企业,其持续丰富产品矩阵开拓新市场。公司主营业务涵盖电子工艺装备和电子元器件两大板块,其中半导体设备模块以领先的技术实力、多样化的产品种类和广泛的工艺覆盖,不断巩固其国内领先优势。公司长期专注于集成电路制造中的刻蚀、薄膜沉积等核心工艺环节,并全面布局热处理、湿法设备等领域。2025年,公司进一步开拓离子注入设备市场,并通过并购 芯源微 成功切入...
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