Since the dawn of the year, AI-driven hardware sectors, notably semiconductors and optical communications, have witnessed a robust performance in the U.S. stock market. Simultaneously, the semiconductor equipment industry, positioned upstream in the industrial supply chain, has also embarked on a notable upward trajectory. According to recent statistics, the stock prices of nine semiconductor equipment companies listed on the U.S. stock market, each boasting a market capitalization surpassing US$10 billion, have all surged by over 75% this year. Notably, the stock prices of seven of these companies—Applied Materials, Lam Research, KLA, Teradyne, MKS Inc, Entegris, and Onto Innovation Inc—have doubled, a testament to the industry's buoyant momentum. Various indicators suggest that the semiconductor equipment sector is transitioning into a 'seller's market', where demand outstrips supply, further fueling growth prospects.