Open Source Securities research reports point out that the urgency of self-controllable is increasing, and the domestic semiconductor industry chain is accelerating penetration. Recommendations: 1. Packaging and testing link: In the first half of 2024, packaging and testing orders and production capacity utilization rate quickly recovered, with rapid growth in demand for advanced packaging and testing in AI, high-end consumer electronics, and other sectors. As we enter the traditional peak season of the industry chain in the fourth quarter of 2024 and prepare for new products in 2025, it is expected that the packaging and testing capacity utilization rate and some products will have pricing power. It is recommended to pay attention to investment opportunities in the advanced packaging and testing industry chain related leading companies such as jcet group co., ltd., tongfu microelectronics, and jcet group co., ltd.. 2. Semiconductor equipment and components: With the continuous expansion plans of domestic advanced logic and memory wafer fabs, new orders for core semiconductor equipment and components are expected to maintain high growth. Recommendations: naura technology group, advanced micro-fabrication equipment inc. china, and others. 3. Semiconductor materials: Bullish on three main lines: 1) Companies with strong profitability in their main business and relatively complete platform layout, such as konfoong materials international; 2) Companies with low domestication rates of products and expected continuous improvement, such as hubei dinglong; 3) Companies benefiting from advanced packaging-related materials, such as novoray corporation.