【研选行业】AI芯片复杂度飙升！这份“封测设备国产替代”标的清单请收好

Group 1 - The core viewpoint emphasizes the increasing complexity of AI chips and the projected growth of the testing equipment market, which is expected to exceed $13.8 billion by 2025, highlighting a list of domestic alternatives for packaging and testing equipment [1] - The dual engines of robotics and intelligent driving are driving market growth, with the trend of laser radar becoming more affordable, leading to a potential doubling of shipment volumes by 2025, with two Hong Kong stocks identified as key players in this core sector [1]