CITIC Securities research report states that SEMI has released the latest quarterly World Wafer Factory Forecast report, predicting a 6% growth in global semiconductor wafer fab capacity in 2024 and a 7% growth in 2025, reaching 33.7 million pieces/month. The increasing demand for HBM driven by AI is expected to lead to a 9% increase in DRAM production capacity in 2024 and 2025. With the strong growth of the global semiconductor manufacturing industry, it is expected to drive the demand for semiconductor materials, and it is recommended to focus on new materials related to computing power, storage, and advanced packaging under the AI investment theme.
中信证券：重点关注算力、存储和先进封装相关的新材料
CITIC Securities: Focus on new materials related to computing power, storage, and advanced packaging.
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