Recently, multiple countries are increasing their support for the development of the semiconductor industry. On November 29, the German government is preparing to provide billions of euros in new investment to the country's semiconductor industry. On November 27, in order to support the development of the semiconductor industry, the South Korean Ministry of Finance announced plans to introduce 14 trillion Korean won (approximately 72.8 billion yuan) in low-interest loans next year.

Semiconductors are one of the most important infrastructures in the current technology sector. From smart phones to smart driving in automobiles, from 5G networks to the AI era, all rely on semiconductors. Ping An Securities stated that the semiconductor industry is currently in a recovery phase, coupled with the recovery of consumer electronics and the continuous advancement of localization, which may drive a new upswing cycle for semiconductors. Dongguan Securities further analyzed that the semiconductor industry will begin to recover in 2024. With the dual support of AI development and localization, the semiconductor industry is expected to continue its recovery trend, and the sector's performance may see quarterly improvements.

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

Futubull's high-end chip packaging Low-alpha spherical aluminum oxide production capacity is planned to be 200 tons per year, currently conducting multiple batch verification imports with downstream Japanese and South Korean customers.

Novoray Corporation is an upstream functional materials supplier in the HBM industry chain. Some packaging material customers are globally renowned companies from Japan and South Korea. The company has provided supporting services and bulk supply of products such as Low-alpha ball silicon and Low-alpha ball aluminum, continuously meeting market demands for related products.