研究半导体设备、材料，为什么应该去一次日本？

Core Viewpoint - The semiconductor industry is experiencing significant growth and interest, particularly highlighted by the recent SEMICON China event, which saw increased participation and attendance compared to previous years [3][4]. Industry Insights - SEMICON China 2023 attracted over 180,000 attendees, surpassing last year's 160,000, with more than 200 additional domestic semiconductor companies participating [3]. - The event's success reflects both the industry's vitality and external factors, such as the impact of U.S. tariffs on global semiconductor supply chains, leading to a heightened focus on Asian semiconductor industries, including those in China, Japan, and South Korea [4]. Focus on Japan's Semiconductor Industry - Japan's semiconductor industry, while less visible, remains dominant in upstream semiconductor equipment and materials, with Japanese companies leading in three out of five categories in a new survey on semiconductor materials for 2024 [5]. - Tokyo Ohka Kogyo holds a 22.8% market share in photoresists, while Shin-Etsu Chemical leads with a 24.7% share in silicon wafers, and three Japanese companies monopolize the global market for photomask substrates [5]. SEMICON Japan Event - SEMICON Japan, organized by SEMI, is a key opportunity for deeper insights into Japan's semiconductor industry, featuring over 1,100 exhibitors from 35 countries in its last edition [6]. - A business exploration trip to Japan is planned for December 16-21, 2025, focusing on SEMICON Japan and visits to notable semiconductor companies and universities [6][8]. Business Exploration Highlights - The trip will facilitate direct engagement with local semiconductor companies, enhancing collaboration opportunities [7]. - The itinerary includes participation in SEMICON Japan, visits to local semiconductor firms, and cultural experiences in Japan [12][13]. Experience and Optimization - The company has extensive experience in organizing business exploration trips, having led over 100 executives to various countries for industry insights and networking since early 2018 [9][15]. - Continuous feedback and optimization of the trip itinerary ensure a rich and professional experience for participants [9].