China Galaxy Securities research report shows that the semiconductor industry sector has experienced continuous adjustment, and multiple signs indicate that the semiconductor industry is in an upswing cycle. Regarding semiconductor materials, equipment, and testing sectors, we believe that there is currently value for investment, and we recommend semiconductor material companies: Huahai Chengkang, Jiangsu Yoke Technology, Shenzhen Qingyi Photomask, Konfoong Materials International; semiconductor equipment companies: Naura Technology Group, Toptec Co., Ltd., Beijing CETC Huayu Technology Co., Ltd.; integrated circuit testing companies: Tongfu Microelectronics, JCET Group Co., Ltd., Ningbo Unisoc Communication System Co., Ltd.
银河证券：半导体行业周期上行 半导体材料、设备和封测板块当前具备配置价值
Galaxy Securities: The semiconductor industry is in an upswing cycle. Semiconductor materials, equipment, and testing sectors are currently of value for investment.
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