It is expected that from 2026 to 2030, the global 12-inch silicon wafer market will experience a compound annual growth rate (CAGR) of approximately 9%, with the Chinese market growing at a rate of 15%. The market share of domestically produced equipment, materials, and components is rapidly increasing, propelling the industry into Phase 2.0, where lean manufacturing may serve as the key pathway to high-quality development. Data indicates that by 2028, global investment in new data center infrastructure will exceed USD 4 trillion, with semiconductor expenditures reaching USD 2.8 trillion. Global logic and memory chip manufacturers are accelerating capacity expansion, directly driving substantial growth in demand for semiconductor equipment and materials. Domestic semiconductor equipment manufacturers are strengthening self-research to achieve late-comer advantage, while mergers and acquisitions have become a rapid growth avenue for listed companies.