中微公司-宣布 CMP 设备收购计划，产品结构向先进制程升级；给予 “买入” 评级

22 December 2025 | 8:35AM HKT Equity Research AMEC (688012.SS): CMP tool acquisition plan announced and mix upgrade towards advanced nodes; Buy AMEC has announced its plan to acquire a local 12'' CMP (Chemical Mechanical Polishing) supplier Hangzhou Sizonetech (private) through a private placement of share issuance on Dec 18 (Link). The proposed acquisition would enable AMEC to expand its offerings from etching/ deposition/ Ion Implantation tools to include CMP equipment. While we do not take a view on the ...