Core Viewpoint - The article emphasizes the significance of less visible components in semiconductor manufacturing, particularly focusing on the recent establishment of a new factory by Cheyitian Technology, which marks a critical step in the domestic replacement of key components in the semiconductor industry [2][4]. Group 1: Company Overview - Cheyitian Technology, founded in 2022, has quickly become a leader in the domestic market for online measurement and temperature control components, achieving a market share of over 20% and annual revenue exceeding 100 million yuan [2]. - The new factory in Beijing, covering nearly 10,000 square meters, aims for an annual output value of 500 million yuan, with 16 automated production lines initiated [4]. Group 2: Industry Trends - The article highlights a shift in customer demands from mere components to comprehensive solutions that ensure process stability, such as uniform temperature fields and low particle release [8]. - The increasing importance of heating components in semiconductor manufacturing is noted, with Cheyitian focusing on providing industrial-grade heating solutions that integrate hardware design, simulation, and control systems [7][8]. Group 3: Strategic Developments - Cheyitian's rapid growth is attributed to a combination of long-term industry experience and recent market opportunities, driven by geopolitical factors and the need for domestic alternatives in the supply chain [9]. - The company has established a dual-base layout in Beijing and Shanghai, enhancing its ability to serve major semiconductor manufacturers and improve supply chain resilience [5]. Group 4: Future Directions - Cheyitian aims to deepen its involvement in the semiconductor core component sector, promoting the domestic innovation capability and overall competitiveness of China's semiconductor industry [5]. - The article discusses the transition from "can replace" to "can define" in domestic manufacturing, emphasizing the need for rapid iteration and deep customization in component development [12].