神工股份：公司硅零部件应用于存储芯片刻蚀环节 本月初开始已经与日本、韩国客户接洽新订单

Core Viewpoint - The company believes that the upward cycle of the semiconductor industry is expected to bring more market demand for its products, specifically large-diameter silicon materials used in the etching process of storage chip manufacturing [1] Group 1: Company Operations - The company's products, large-diameter silicon materials, are primarily used in the etching segment of storage chip manufacturing, indicating a direct link between semiconductor production and the company's performance [1] - The company has started engaging with customers in Japan and South Korea for new orders since early this month, suggesting proactive steps to capitalize on anticipated demand [1] Group 2: Market Dynamics - The company operates as an upstream materials and components supplier, which means that any increase in operational rates or capital expenditures by downstream storage chip manufacturers will take approximately 1-2 quarters to translate into demand for the company [1] - The company anticipates that higher operational rates at storage chip manufacturers will lead to increased usage of its products, highlighting the cyclical nature of the semiconductor industry [1]