Industrial Securities: It is recommended to continue to pay attention to listed companies related to the lithography industry chain
According to a research report by Industrial Securities, photolithography is a key step in integrated circuit manufacturing, and photolithography machines are the jewel in the crown of the semiconductor industry. Global wafer fab equipment spending remains strong, and the demand for photolithography machines continues to increase. As the core equipment in the photolithography process of chip manufacturing, photolithography machines are currently monopolized by ASML, Nikon, and Canon. It is imperative to achieve domestic substitution of photolithography machines, which is of great strategic significance. It is recommended to continue to pay attention to listed companies related to parts in the photolithography machine industry chain.