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The concept of semiconductor equipment rises, Shenkeda hits the 20cm daily limit
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Author：小编
On the afternoon of March 18, 2026, the concept stocks of semiconductor equipment rose. Shenkeda hit the 20cm daily limit, Linkage Technology rose by more than 10%, and shares of Jintuo, Changchuan Technology, Qiangyi, Guangli Technology, and Yaxiang Integration followed suit. On the news front, the head of Samsung Electronics' chip division expects capital expenditures to increase significantly this year. Guotai Haitong Securities believes that the development of AI has triggered a global memory 'great inflation', benefiting domestic packaging and testing, equipment, and other industrial chains, and accelerating the process of import substitution.
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