半导体：SEMI上调全球芯片设备销售额预期，国产厂商多措并举持续注入增长动能

Investment Rating - The investment rating for the semiconductor industry is maintained as "Leading the Market" [1]. Core Insights - SEMI has raised its global semiconductor equipment sales forecast, expecting a 6.5% growth in 2024, reaching $113 billion, surpassing the previous forecast of $109 billion and exceeding the 2022 figure of $107.4 billion, marking a historical high [1]. - In 2024, semiconductor equipment sales in mainland China are projected to reach $49 billion, setting a new record [1]. - The growth in global semiconductor equipment sales is expected to continue, with a forecasted increase of 7% to $121 billion in 2025 and a further 15% to $139 billion in 2026 [1]. Summary by Sections Sales Forecast - Global semiconductor front-end manufacturing equipment (WFE) sales are expected to grow by 5.4% year-on-year to $101 billion in 2024, driven by increased investments in DRAM and HBM related to AI and large-scale investments in mainland China [1]. Regional Insights - By 2026, mainland China, Taiwan, and South Korea are expected to remain the top three regions for semiconductor equipment procurement. In 2024, mainland China's equipment sales are anticipated to reach a historical high of $49 billion [1]. Domestic Market Dynamics - Due to various factors including new U.S. sanctions, overseas semiconductor equipment manufacturers are expected to see a decline in revenue share in mainland China by 2025. The revenue shares for ASML, KLA, TEL, and LAM are projected to drop significantly [1]. - Domestic semiconductor equipment manufacturers are expected to experience rapid growth by continuously launching new products and establishing funds for external investments [1]. Company Developments - Notable advancements include the delivery of the 1000th integrated circuit quality control device by a domestic company, showcasing its competitive advantages in core technology and product coverage [10]. - Another company has successfully delivered ultra-low temperature ion implantation machines, marking significant progress in the localization and industrialization of integrated circuit major equipment [10].