Group 1 - The semiconductor industry continues to show strength, with the semiconductor equipment ETF (561980) rising by 1.46% on the last trading day of the week, and several component stocks, including Jingyi Equipment, Tianyue Advanced, and Shanghai Xinyang, experiencing significant gains [1][2] - The domestic lithography machine sector has achieved a key breakthrough, with Shanghai Chip Microelectronics' first 350nm step lithography machine (model AST6200) completing factory debugging and acceptance, and is now being sent to the customer site [2] - Lithography machines represent the largest market share within semiconductor equipment, accounting for approximately 24% of the global semiconductor equipment sales, which are projected to reach around $109 billion in 2024 [3] Group 2 - The global wafer foundry revenue is expected to reach $199.4 billion in 2024, reflecting a year-on-year growth of over 25%, with a compound annual growth rate (CAGR) of 14.3% anticipated from 2025 to 2030 [5] - SEMI forecasts that global front-end facility equipment spending for wafer fabs will increase by 2% to $110 billion in 2025, marking the sixth consecutive year of growth since 2020 [5] - China is projected to maintain its leading position in global semiconductor equipment spending, with an estimated expenditure of $38 billion this year [5]
全球晶圆厂设备支出预将六连增，中国380亿美元领跑！半导体设备ETF（561980）盘中上涨1.46%
Sou Hu Cai Jing·2025-11-28 07:10