The Zhitong Finance App learned that on December 15, due to news that semiconductor manufacturing equipment sales are expected to reach record highs for 3 consecutive years, the A-share chip and semiconductor sector continued to rise. As of press release, China Crystal Technology (003026.SZ) went up and down, Yitian (300812.SZ) and Dagang shares (002077.SZ) rose and stopped, and Zhaoyi Innovation (603986.SH), Fenghua Hi-Tech (000636.SZ), Taiji (300046.SZ), Huatian Technology (005.2SZ) Z) and other stocks pulled up and followed suit.

The “2022 Total Semiconductor Equipment Forecast Report” predicts that global semiconductor manufacturing equipment sales are expected to reach US$108.5 billion this year, up 5.9% from last year, and will hit a new high for 3 consecutive years.

Semiconductor equipment is the cornerstone of semiconductor technology iteration and the engine of the semiconductor industry. Recently, domestic policies to encourage the development of semiconductor equipment have been further strengthened. The agency believes that the domestic semiconductor equipment industry has crossed the cycle and that its long-term growth characteristics are safe. On the one hand, domestic semiconductor equipment manufacturers insist on high R&D investment, basically above 15%, to help technology catch up; on the other hand, high R&D investment in the early stages of domestic enterprise development led to lower net interest rates for domestic manufacturers. As the scale of business expansion and scale effects became apparent, profitability is expected to further increase, and performance elasticity will be further released.