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CITIC Securities: Semiconductor Wafer Sector Embarks on a Fresh Ascent Phase
1 day ago /
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Author：小编
On April 27, a research report from CITIC Securities indicated that propelled by the burgeoning demand for AI, the semiconductor wafer industry is poised to enter a new upswing phase. Projections suggest a surge in production volumes by 2025, with prices expected to climb in the second quarter of 2026. Concurrently, China is accelerating its efforts in import substitution for 12-inch wafers, signaling a positive outlook for the long-term growth prospects of Chinese wafer manufacturers. The research report strongly endorses companies with a significant share of heavily doped wafer products and advises keeping a close eye on those leading in the shipment of 12-inch lightly doped wafers.
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