材料汇·2025-09-17 15:01Core Viewpoint - The article discusses the current state and future prospects of the semiconductor materials industry, highlighting the importance of domestic substitution and the potential investment opportunities within this sector [5][38]. Group 1: Semiconductor Materials - The article emphasizes the critical role of semiconductor materials in the industry, particularly focusing on CMP polishing liquids and advanced packaging materials, which are seen as key areas for investment [5][7]. - It mentions the ongoing "invisible war" for 7N purity in semiconductor sputtering targets, indicating a significant market shift and potential for domestic players to capture market share [5]. - The article outlines the challenges and opportunities in the semiconductor materials market, particularly in the context of technological barriers and market rewards [5][38]. Group 2: Domestic Substitution - The article highlights the rapid growth of domestic substitution in semiconductor materials, with 14 advanced packaging materials identified as critical areas for investment [7][38]. - It discusses the progress made in domestic production capabilities, which is expected to reduce reliance on foreign suppliers and enhance the competitiveness of local companies [5][7]. - The potential for a billion-dollar market in domestic semiconductor materials is underscored, with specific companies positioned to benefit from this trend [5][38]. Group 3: Investment Logic - The article provides insights into the investment logic surrounding semiconductor materials, suggesting that the market is ripe for investment due to the increasing demand for advanced technologies [5][38]. - It mentions various reports and analyses available for investors looking to understand the semiconductor materials landscape better, indicating a wealth of information for informed decision-making [5][38]. - The article encourages investors to consider the long-term growth potential of the semiconductor materials sector, particularly in light of ongoing technological advancements and market shifts [5][38].