Core Insights - The semiconductor industry is projected to reach a market size of $1 trillion, with the number of transistors on a single chip expected to reach 1 trillion within the next three to five years, indicating significant growth potential for new materials, processes, and equipment [2] Company Developments - MicroGuide Nano has rapidly developed its semiconductor business since its inception in 2020, having shipped nearly 500 semiconductor devices in less than five years, surpassing some foreign competitors in high dielectric constant materials and process performance [3] - The company has achieved a 54.72% increase in its semiconductor orders, with a total of 2.328 billion yuan in hand orders as of June 30, 2025, exceeding the total orders for the previous year [4] Technological Innovations - MicroGuide Nano's advancements in atomic layer deposition (ALD) technology have allowed it to cover more than 80 layers of semiconductor processes, significantly enhancing device structure [2] - The company emphasizes the importance of innovation in semiconductor equipment and materials, advocating for local wafer fabs to shift from a "follow" to an "innovate" approach in collaboration with innovative equipment manufacturers [4]