国产 ATE 突围！目标打破爱德万、泰瑞达垄断！

Core Viewpoint - The article emphasizes the importance of domestic production of core semiconductor testing equipment as a key focus in the self-sufficiency process of the semiconductor industry chain [1]. Group 1: Company Overview - Yuexin Technology, established in February 2017, focuses on the research, development, production, and sales of various large-scale integrated circuit testing equipment, aiming to become a globally recognized ATE supplier [5]. - The company has achieved over 150 authorized and pending intellectual property rights, creating a strong technical barrier that supports its development of products with completely independent intellectual property rights [5]. - Yuexin Technology has developed a comprehensive domestic testing system matrix around three core areas: SoC, power semiconductors, and memory chips, successfully filling the gap in the high-end integrated circuit automated testing equipment field [5]. Group 2: Market Position and Growth Potential - The global ATE market is dominated by Japanese Advantest and American Teradyne, which together hold about 80% market share, with Advantest's share reaching approximately 50% in 2023 [3]. - Yuexin Technology has been recognized as a national-level "specialized and innovative" small giant enterprise, indicating its strong capabilities in the niche market of ATE [5]. - With a valuation of 5.2 billion yuan, Yuexin Technology has entered the 2025 UP China Hidden Unicorn 500 list, highlighting the significant potential of the domestic ATE sector [7]. Group 3: Future Outlook - As Yuexin Technology progresses with its IPO, it is expected to strengthen its market position domestically and accelerate its global expansion [7]. - The company represents a new wave of domestic ATE enterprises that may continue to break the overseas monopoly and enhance China's voice in the global semiconductor supply chain [7].