Dongguan Securities research report pointed out that the semiconductor industry continued to be prosperous. In 2024, with the recovery of downstream demand and the clearance of inventory, the semiconductor industry entered an upturn cycle. From the performance of the semi-annual report, the operating performance of the semiconductor industry in the first half of 2024 achieved a year-on-year growth. Leading companies in the equipment, materials, storage, CIS, and packaging testing sectors mostly performed well in the second quarter, and benefited from strong demand for consumer electronics such as smartphones. The latest quarterly performance of overseas companies such as Apple, Qualcomm, and United Microelectronics exceeded expectations, indicating that the industry's prosperity continued. Looking ahead to the second half of the year, with the arrival of the peak season for consumer electronics and the continuous expansion of domestic wafer fab capacity, the prosperity of the semiconductor industry is expected to maintain a good level. It is recommended to pay attention to the excellent performance of the equipment, storage, CIS, and packaging testing sectors in the second quarter.