Semiconductor Equipment Supply

Analyze the semiconductor equipment market, focusing on orders and technology progress of equipment makers such as ASML and Applied Materials, to uncover upstream investment opportunities.

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Semiconductor Market 2026-07-29 8

全球半導體設備出貨額再創歷史新高，中國市場激增驅動成長

2026年第二季度全球半導體設備出貨額達322.3億美元，年增21.5%，連續五季創新高。中國市場因積極擴充成熟製程產能，出貨額占比突破45%，成為主要成長引擎。本文深入解析設備市場動能、主要廠商訂單動向及下半年展望。

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Semiconductor Investment Logic 0 Semiconductor Industry Leaders 0 Independent Chip Design 0 Semiconductor Equipment Localization 0 Third-Generation Semiconductors 0 Semiconductor Materials 0 Semiconductor Localization 0 Semiconductor M&A Case 0 Chip Shortage Wave 0 Semiconductor Supply Chain 0 Semiconductor Equipment Opportunities 0 Automotive Semiconductor Demand Analysis 0 AI Chip Investment Hotspots 0 Storage Chip Price Trend 0 IC Design Industry Trends 0

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/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/facade/Session.php ( 1.79 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/db/Raw.php ( 1.30 KB )
/www/wwwroot/cjgpcs.cn/app/common/paginator/Normal.php ( 0.11 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/paginator/driver/Bootstrap.php ( 5.48 KB )
/www/wwwroot/cjgpcs.cn/runtime/home/tmpl/7603120bc8718b7499550956f9938000.php ( 27.09 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/think-multi-app/src/Url.php ( 7.52 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Url.php ( 14.05 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Response.php ( 9.07 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/response/Html.php ( 0.97 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )

CONNECT:[ UseTime:0.001103s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.002465s ]
SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000800s ]
SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.002725s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000813s ]
SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.002861s ]
SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setmain' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000801s ]
SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.004328s ]
SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000979s ]
SHOW FULL COLUMNS FROM `g3ys_tags` [ RunTime:0.002190s ]
SELECT * FROM `g3ys_tags` WHERE `name` = 'semiconductor-equipment' AND `status` = 1 AND `subsite_id` IN (0,40) ORDER BY FIELD(subsite_id,40,0) LIMIT 1 [ RunTime:0.000837s ]
SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.003139s ]
SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 40 AND ( ( LOWER(name) = 'en' ) OR `subtag` = 'en' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001393s ]
SHOW FULL COLUMNS FROM `g3ys_tags_lang` [ RunTime:0.001753s ]
SELECT * FROM `g3ys_tags_lang` WHERE `tags_id` = 484 AND `subsite_id` = 40 AND `lang` = 'en' [ RunTime:0.000738s ]
SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.004332s ]
SELECT COUNT(*) AS think_count FROM `g3ys_document` WHERE `subsite_id` IN (0,40) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('484', tags) ) [ RunTime:0.003619s ]
SELECT `id`,`name`,`title`,`description`,`pic`,`category_id`,`create_time`,`document_type` FROM `g3ys_document` WHERE `subsite_id` IN (0,40) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('484', tags) ) ORDER BY `sort` DESC,`id` DESC LIMIT 0,10 [ RunTime:0.004928s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001038s ]
SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.002852s ]
SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.003342s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '40' AND `category_id` = '1664' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000861s ]
SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.008959s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '5891' LIMIT 1 [ RunTime:0.002425s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002112s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.003052s ]
SELECT * FROM `g3ys_tags` WHERE `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` DESC,`id` DESC LIMIT 15 [ RunTime:0.004994s ]
SELECT * FROM `g3ys_tags_lang` WHERE `tags_id` IN (517,515,513,511,509,507,506,505,504,503,502,501,500,499,498) AND `subsite_id` = 40 AND `lang` = 'en' [ RunTime:0.003158s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001073s ]

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