According to industry media reports, thanks to the strong drive from qualcomm and media tek, along with the three giants NVIDIA, AMD, and Intel, taiwan semiconductor's 3nm process capacity utilization rate will reach 100% in the first half of next year, which means it will continue to operate at full load. Driven by ai chips, taiwan semiconductor's 5nm is even hotter, with a capacity utilization rate expected to reach 101%, meaning it will be running at full load.

After experiencing a cycle undervaluation from 2022 to 2023, global semiconductors sales are set to rebound strongly in 2024. According to data from the usa semiconductors industry association (SIA), global semiconductors sales in 2024 Q3 reached 166 billion USD, a year-on-year growth of 23.2% and a quarter-on-quarter growth of 10.7%, the largest quarterly sales increase since 2016. tianfeng pointed out that in recent years, the country has strongly supported the technology industry, and our semiconductors industry chain is seizing the opportunity for localization. According to data from the General Administration of Customs, in the first 10 months of 2024, our integrated circuit exports reached 931.17 billion yuan, an increase of 21.4% year-on-year. Looking ahead, the increase in ai and autos intelligence penetration is expected to further drive the recovery of semiconductor demand.

According to the Financial Data Center, among related listed companies:

kingsemi co., ltd.'s strategically new product, the front-end chemical cleaning machine, was officially released in March 2024, featuring multiple core advantages such as high process coverage, high stability, high purity, and high capacity.

shanghai sinyang semiconductor materials' ArF is undergoing client verification, while I-line and krF have already seen sales, with sales gradually increasing. The Hefei factory is currently in the trial production stage.