嘉实基金陈俊杰：我国半导体行业龙头潜力与发展机遇凸显

Core Viewpoint - The potential and development opportunities of China's semiconductor industry leaders are becoming increasingly prominent, with a complete semiconductor industry chain established in recent years [1] Industry Development - China's semiconductor industry has shown rapid growth, establishing a relatively complete industry chain from upstream materials and equipment to midstream manufacturing and packaging testing, as well as design and production in various product areas such as analog and digital chips [1] - The industry is entering a new phase, focusing on cultivating globally competitive leading enterprises in vertical fields, with some positive signs already emerging [1] Investment Opportunities - Certain companies in the semiconductor sector are demonstrating strong development potential, providing considerable returns for investors [1] - China's unique engineer dividend and top-tier engineering implementation capabilities globally lay a solid foundation for further breakthroughs in the semiconductor industry [1]