A research report from CITIC Construction Investment highlights that in the first quarter of this year, global shipments of semiconductor equipment soared to US$36.55 billion, marking a 14% year-on-year increase and setting a new all-time high for a single quarter. Following SK Hynix's announcement earlier this month of its five-year plan to double production capacity, Choi Tae-won, Chairman of SK Group, recently disclosed further details. He stated that if all construction projects advance as planned, Hynix's production capacity is expected to triple by 2034 compared to its current levels. At present, components for semiconductor equipment worldwide are undergoing a notable price surge across the entire supply chain, with the component sector demonstrating the highest degree of responsiveness to this market trend. Consequently, the pricing influence within the semiconductor industry chain is undergoing a structural shift, moving away from end-users of chips and towards the equipment and component sectors.