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Semiconductor Equipment Opportunities

Explore the growth drivers of the semiconductor equipment market and focus on the development prospects of key equipment suppliers.

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Semiconductor Market 2026-08-10 100

半導體景氣循環新篇章：2026下半年行業復甦與投資機遇分析

深入分析2026下半年半導體行業的景氣循環狀態，探討AI芯片、存儲芯片、車用芯片等領域的發展趨勢與投資機遇，為投資者提供專業的行業洞察與投資策略。

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Semiconductor Market 2026-08-07 108

三星、SK海力士傳評估中微設備：中國半導體設備「出海」大門裂開一道縫

路透社報導三星電子與SK海力士正評估中國中微半導體的芯片製造設備，考慮用於其在中國的工廠，以因應美國出口管制收緊風險。與此同時，中微公司上半年淨利潤預增逾2.8倍，營收達66.91億元。本篇文章深入解析國產半導體設備從「內循環替代」走向「外循環出海」的邏輯重估，探討出口管制如何重塑全球芯片設備競爭格局與投資機會。

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Semiconductor Market 2026-07-29 146

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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  187. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/middleware/SessionInit.php ( 1.94 KB )
  188. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Session.php ( 1.80 KB )
  189. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/session/driver/File.php ( 6.27 KB )
  190. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/contract/SessionHandlerInterface.php ( 0.87 KB )
  191. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/session/Store.php ( 7.12 KB )
  192. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-multi-app/src/MultiApp.php ( 7.06 KB )
  193. /www/wwwroot/cjgpcs.cn/app/home/middleware.php ( 0.12 KB )
  194. /www/wwwroot/cjgpcs.cn/app/home/lang/zh-cn.php ( 3.01 KB )
  195. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/middleware/LoadLangPack.php ( 3.50 KB )
  196. /www/wwwroot/cjgpcs.cn/app/middleware/SubsiteLangPack.php ( 5.26 KB )
  197. /www/wwwroot/cjgpcs.cn/app/common/lang/0/en.php ( 45.79 KB )
  198. /www/wwwroot/cjgpcs.cn/app/home/lang/40/en.php ( 16.24 KB )
  199. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Route.php ( 23.73 KB )
  200. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/RuleName.php ( 5.74 KB )
  201. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Domain.php ( 2.53 KB )
  202. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/RuleGroup.php ( 22.41 KB )
  203. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Rule.php ( 27.49 KB )
  204. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/RuleItem.php ( 9.78 KB )
  205. /www/wwwroot/cjgpcs.cn/app/home/route/router.php ( 12.36 KB )
  206. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/facade/Route.php ( 4.70 KB )
  207. /www/wwwroot/cjgpcs.cn/app/common/model/Route.php ( 3.01 KB )
  208. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-helper/src/Collection.php ( 16.47 KB )
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  210. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Dispatch.php ( 11.32 KB )
  211. /www/wwwroot/cjgpcs.cn/app/home/controller/Article.php ( 0.18 KB )
  212. /www/wwwroot/cjgpcs.cn/app/home/controller/Document.php ( 101.72 KB )
  213. /www/wwwroot/cjgpcs.cn/app/home/controller/Home.php ( 21.11 KB )
  214. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/Template.php ( 46.61 KB )
  215. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/template/driver/File.php ( 2.41 KB )
  216. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
  217. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/db/Raw.php ( 1.30 KB )
  218. /www/wwwroot/cjgpcs.cn/app/common/model/Member.php ( 16.79 KB )
  219. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/facade/Session.php ( 1.79 KB )
  220. /www/wwwroot/cjgpcs.cn/app/common/paginator/Normal.php ( 0.11 KB )
  221. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/paginator/driver/Bootstrap.php ( 5.48 KB )
  222. /www/wwwroot/cjgpcs.cn/runtime/home/setmain/tmpl/7603120bc8718b7499550956f9938000.php ( 32.35 KB )
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  1. CONNECT:[ UseTime:0.001495s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.004009s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000943s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.003817s ]
  5. 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:0.001146s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.005805s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setmain' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001519s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.009517s ]
  9. 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:0.003296s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.011206s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.003093s ]
  12. SHOW FULL COLUMNS FROM `g3ys_tags` [ RunTime:0.006024s ]
  13. SELECT * FROM `g3ys_tags` WHERE `name` = 'semiconductor-equipment-opportunities' AND `status` = 1 AND `subsite_id` IN (0,40) ORDER BY FIELD(subsite_id,40,0) LIMIT 1 [ RunTime:0.001699s ]
  14. SHOW FULL COLUMNS FROM `g3ys_tags_lang` [ RunTime:0.005112s ]
  15. SELECT * FROM `g3ys_tags_lang` WHERE `tags_id` = 502 AND `subsite_id` = 40 AND `lang` = 'en' [ RunTime:0.001281s ]
  16. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.011858s ]
  17. 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('502', tags) ) [ RunTime:0.010795s ]
  18. 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('502', tags) ) ORDER BY `sort` DESC,`id` DESC LIMIT 0,10 [ RunTime:0.009234s ]
  19. 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:0.001315s ]
  20. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.005101s ]
  21. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-full' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.002010s ]
  22. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.003978s ]
  23. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '83' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1790487491 ) AND ( `end_time` = 0 OR `end_time` >= 1790487491 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001659s ]
  24. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.003235s ]
  25. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 83 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.001109s ]
  26. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.002968s ]
  27. SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.004269s ]
  28. SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.003311s ]
  29. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '40' AND `category_id` = '1664' AND `lang` = 'en' LIMIT 1 [ RunTime:0.001284s ]
  30. SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.004362s ]
  31. SELECT * FROM `g3ys_total` WHERE `target_id` = '6439' LIMIT 1 [ RunTime:0.001141s ]
  32. 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:0.001275s ]
  33. 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:0.001053s ]
  34. SELECT * FROM `g3ys_total` WHERE `target_id` = '6242' LIMIT 1 [ RunTime:0.000807s ]
  35. 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:0.000913s ]
  36. 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:0.000882s ]
  37. SELECT * FROM `g3ys_total` WHERE `target_id` = '5891' LIMIT 1 [ RunTime:0.000730s ]
  38. 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:0.000886s ]
  39. 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:0.000911s ]
  40. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.001331s ]
  41. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '84' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1790487491 ) AND ( `end_time` = 0 OR `end_time` >= 1790487491 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001165s ]
  42. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 84 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.000827s ]
  43. SELECT * FROM `g3ys_tags` WHERE `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` DESC,`id` DESC LIMIT 15 [ RunTime:0.003087s ]
  44. 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:0.001438s ]
  45. 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:0.001211s ]
  46. 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:0.001130s ]
  47. 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:0.000886s ]
0.558870s