Di Yi Cai Jing·2026-01-12 00:05Core Viewpoint - Huatai Securities anticipates that "going abroad" and "technology" will be key market themes by 2026, with semiconductor cleanroom companies benefiting from dual advantages [1] Group 1: Semiconductor Market Outlook - WSTS projects that the global semiconductor market size may reach the trillion-dollar mark by 2026, representing a year-on-year increase of 25% [1] - The growth is driven by significant capital investments from global tech giants [1] Group 2: Cleanroom Engineering Services - Cleanroom engineering services are experiencing an initial upswing in new order rates due to increased demand for advanced cleanroom specifications driven by AI chip manufacturing [1] - The capital expenditure for advanced process unit capacity is approximately 3 to 4 times that of mature processes [1] Group 3: Labor and Supply Challenges - The development of mature cleanroom professional engineers requires time to gain on-site project experience, leading to slower labor expansion in overseas regions [1] - Domestic companies face challenges in participating in high-end cleanroom construction abroad, which may temporarily limit the growth of overseas cleanroom construction capacity [1] Group 4: Profitability and Revenue Growth - The supply-demand imbalance in the overseas cleanroom industry is expected to enhance profit margins, potentially leading to increased revenue and profitability for related outbound companies [1]