国产AMHS企业加速进入12吋Fab厂，新施诺的破局之路

Group 1 - The global semiconductor industry is rapidly shifting towards mainland China, with 42% of new wafer fabs being built there in 2024, creating significant market opportunities for domestic AMHS companies [2] - The dual pressures of international technology restrictions and domestic policy support are increasing the urgency for semiconductor supply chain localization, providing a valuable "window period" for local enterprises [4] - New technologies such as AI, digital twins, and new materials are enabling the potential for intelligent, lightweight, and energy-efficient development of domestic AMHS [4] Group 2 - The main challenges for AMHS localization include high demands for efficiency, stability, and cleanliness in wafer manufacturing, as well as reliance on imported core components and a shortage of skilled talent [4] - The lack of large-scale validation cases and operational data in actual production environments is a significant barrier to the promotion of domestic AMHS [4] - New Shino has achieved breakthroughs in lightweight design and has developed unique advantages in controller architecture and technology routes, focusing on creating a more stable and efficient domestic system [5] Group 3 - New Shino emphasizes open collaboration through supply chain alliances and deepened cooperation with integrators to promote strategic partnerships and industry safety [5] - The company is committed to long-term investment in R&D and industry collaboration, aiming to empower intelligent manufacturing through innovative technologies [5] - New Shino calls for industry peers to work together to build a safe, controllable, and innovative domestic semiconductor supply chain system, contributing to the autonomous development of China's semiconductor industry [5]