1, Zhao Yi Innovation: As a domestic storage leader, Zhao Yi Innovation ranks in the top three in the global Norflash market, and its market share continues to increase with the withdrawal of Japanese and American companies; The price of purchasing and storage keeps rising, and the company's profit prospect is bright.
2. Jiangfeng Electronics: Ultra-high purity metal and sputtering target are one of the key materials for VLSI production in China. The company's ultra-high purity metal sputtering target products have applied the most advanced manufacturing technology of world-renowned semiconductor manufacturers, and achieved mass production and supply at 16 nm technology node, successfully breaking the monopoly pattern of American and Japanese multinational companies, and meeting the mass production needs of domestic manufacturers at 28 nm technology node, filling the gap in China's electronic materials industry.
3. North Huachuang: As the equipment leader, North Huachuang, the domestic equipment leader, has benefited a lot from the current wave of wafer factory expansion. The company's business covers integrated circuits, LEDs, photovoltaics and other fields, and a number of equipment enter the 14 nanometer process.
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1. Under the background of global lack of "core", chip concept stocks and chip ETF funds have performed well this year, and the lack of "core" will continue until 2022. With the situation that "one core is hard to find" spreading in all walks of life, the trend of chip price increase is becoming clearer and clearer, and the performance of listed companies in the semiconductor chip industry is expected to break out.
1. In the short term, the imbalance between supply and demand in the industry has continued since last year. The out-of-stock price increase has a great influence on the downstream, but for A-share semiconductor chip manufacturers, the out-of-stock price increase makes the industry boom high, and the output is continuously increased, which greatly improves the speed of product from verification to batch supply.
2. In the long run, related leading enterprises have more industrial chain resources, more outstanding competitiveness or better investment value.
3. From the policy point of view, the heavyweight document of "China Core"-"Several Policies for Promoting the High-quality Development of Integrated Circuit Industry and Software Industry in the New Era" was issued at the national level, which clarified the goal of domestic substitution. Semiconductor chip has become a key link in the development of China's advanced manufacturing industry, and the independent controllable strategy in the chip field is of great significance.
It issued an "iron order" that the self-sufficiency rate of domestic chips should reach 70% in 2025, while that of China chips in 20 19 was only about 30%. Take the initiative to break through the key step and reverse the hegemony of chips.