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According to a research report released by Galaxy Securities, although the semiconductor industry experienced a sluggish performance last week, the fundamental rationale underpinning its long-term growth remains steadfast. In the face of external environmental challenges, ensuring supply chain security and achieving self-sufficiency have emerged as enduring trends. Notably, within this landscape, equipment and materials sectors show the most promising growth potential, propelled by policies advocating for domestic substitution. Digital chips, serving as the cornerstone for autonomous computing power, continue to hold a robust position. Meanwhile, advanced packaging and testing technologies are reaping ongoing benefits from the demands of industrial upgrading.
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