继光刻、刻蚀、薄膜沉积后的第四大赛道。在全球 半导体 产业链加速重构的背景下， 半导体设备 国产替代已从“可选项”转为“必选项”。近几年，面对外部技术封锁与供应链风险，国内晶圆厂对本土设备的验证意愿和采购力度空前提升，一批国产设备企业由此迎来历史性机遇。根据SEMI报告，2024年我国大陆地区半导体设备销售额达到495.5亿美元，同比增长35.2%，自2020年以来连续五年成为全球第一大半导体设备...
Source Link继光刻、刻蚀、薄膜沉积后的第四大赛道。在全球 半导体 产业链加速重构的背景下， 半导体设备 国产替代已从“可选项”转为“必选项”。近几年，面对外部技术封锁与供应链风险，国内晶圆厂对本土设备的验证意愿和采购力度空前提升，一批国产设备企业由此迎来历史性机遇。根据SEMI报告，2024年我国大陆地区半导体设备销售额达到495.5亿美元，同比增长35.2%，自2020年以来连续五年成为全球第一大半导体设备...
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