According to a research report from CITIC Construction Investment, the global semiconductor equipment components sector is currently undergoing an unprecedented wave of price increases that span the entire supply chain. Notably, the pricing power dynamics within the semiconductor industry chain are shifting, moving away from chip end-users and towards equipment and component suppliers. This trend is particularly advantageous for component companies, which are typically small-scale operations with a high proportion of fixed costs. These companies can directly bolster their profits by implementing price hikes. Furthermore, the production line expansion cycle for these components extends over a period of 12-18 months, leading to a situation where supply elasticity remains low. It is crucial to closely monitor the demand for domestic substitution options, as well as the pricing logic influenced by extended lead times from overseas suppliers of essential components such as valves and piping, ceramic parts, RF power supplies, and GAS BOXes.