At the Semiconductor Industry CEO Forum, which took place during the 14th Semiconductor Equipment, Materials, and Core Components Exhibition in Wuxi, industry experts offered their perspectives on the growth trajectory of China's domestic semiconductor equipment and materials sector. Projections indicate that from 2026 to 2030, the global market for 12-inch silicon wafers will witness a compound annual growth rate (CAGR) of roughly 9%, with the Chinese market outpacing this at a notable 15% growth rate. Presently, the market share of domestic equipment, materials, and components is on a swift upward trajectory, signaling the industry's entry into Phase 2.0. In this new phase, lean manufacturing has emerged as a pivotal strategy for fostering high-quality development.

By 2028, global investment in new data center infrastructure is anticipated to surpass USD 4 trillion, with semiconductor expenditures alone accounting for USD 2.8 trillion of this total. As chip factories worldwide ramp up their capacity expansions, the demand for semiconductor equipment and materials continues to surge. Against this dynamic backdrop, self-research has emerged as the cornerstone strategy for domestic equipment manufacturers to capitalize on a late-mover advantage. Simultaneously, mergers and acquisitions (M&A) have proven to be an effective avenue for listed companies to swiftly scale up their operations and bolster their competitive edge.