Core Viewpoint - The semiconductor equipment components industry is experiencing unprecedented growth opportunities due to increased market demand, accelerated localization processes, and significant investments, which are reshaping the industry landscape [3][10][12]. Group 1: Importance of Semiconductor Equipment Components - Semiconductor equipment components are critical to the performance and reliability of semiconductor devices, encompassing various parts such as O-Rings, EFEMs, RF Generators, and more [4][5]. - These components can be categorized based on functionality (mechanical, material transfer, electrical, vacuum, gas-liquid transport, optical, thermal management, and instrumentation) and standardization levels (precision machined parts and general purchased parts) [5][6]. Group 2: Market Growth and Domestic Demand - The semiconductor industry is witnessing a cyclical recovery, driven by demand from consumer electronics and emerging fields like AI and automotive electronics, leading to increased spending on semiconductor equipment [10]. - The global semiconductor manufacturing equipment sales are projected to reach $117 billion in 2024, a 10% increase from 2023, with Q1 2025 expected to see a 21% year-on-year growth [10][11]. - Domestic semiconductor equipment manufacturers are experiencing rapid growth, with companies like North Huachuang and Zhongwei reporting significant revenue increases of 37.9% and 35.4%, respectively [11][12]. Group 3: Capital Investment in Semiconductor Equipment Components - The semiconductor equipment components sector is attracting significant capital investment, with several companies successfully going public or securing funding [13][14]. - Companies like Blue Motion Precision and Naske have received substantial investments to support their focus on key components for the semiconductor industry [13][14]. Group 4: International Expansion of Component Manufacturers - Chinese semiconductor equipment component manufacturers are actively expanding into overseas markets, with exports expected to reach 37.08 billion yuan in 2024 [15]. - Companies like Fuchuang Precision are successfully increasing their international revenue, with significant growth in both domestic and overseas markets [15].

近日，上交所正式受理了重庆臻宝科技股份有限公司（简称：臻宝科技）科创板IPO申请。 臻宝科技专注于为集成电路及显示面板行业客户提供制造设备真空腔体内参与工艺反应的零部件及其表 面处理解决方案。公司主要产品为硅、石英、碳化硅和氧化铝陶瓷等设备零部件产品，以及熔射再生、 阳极氧化和精密清洗等表面处理服务。公司零部件产品和表面处理服务主要应用于集成电路行业等离子 体刻蚀、薄膜沉积等工艺的半导体设备和显示面板行业等离子体刻蚀、薄膜沉积和蒸镀等工艺的面板制 造设备。公司已量产大直径单晶硅棒、多晶硅棒、化学气相沉积高纯碳化硅超厚材料和陶瓷造粒粉体等 半导体材料，形成"原材料+零部件+表面处理"一体化业务平台，并不断突破关键半导体材料制备技术 和表面处理技术、拓展核心零部件产品品 类，向客户提供制造设备真空腔体内多品类零部件整体解决 方案。 设备零部件是集成电路和显示面板制造产业不可或缺的基础关键支撑，零部件的性能、质量和精度直接 决定了生产设备的可靠性和稳定性，集成电路和显示面板 制造设备零部件的本土化供应成为主要的"卡 脖子"突破口。公司紧扣国家产业政策和科技创新发展战略，深耕设备零部件领域，已与国内主要集成 电路制造 ...