Specifically, the upstream of the semiconductor industry chain includes semiconductor materials, production equipment and EDA electronic design automation software; the midstream includes integrated circuit design, wafer manufacturing and packaging testing; and the downstream application areas include consumer electronics, automobiles, industrial automation, communications equipment, etc.
Among Ashare and Hong Konglisted companies, the semiconductor materials field includes companies such as Shanghai Silicon Industry and Lianwei Micro; semiconductor equipment companies include North Huachuang and AMEC; semiconductor design companies include Haiguang Information, Unigroup Guohui, and GigaDevice; wafer foundry companies are mainly SMIC and Huahong Group; and those engaged in semiconductor packaging and testing include Changdian Technology and Huatian Technology.
Semiconductor industry chain, Source: Bocom International
It is worth noting that in the past two months, the Ashare semiconductor uae phone number list sector has seen a big rise. Semiconductor companies such as Canxin Co., Ltd. and SMIC have seen cumulative increases of more than 110%, and the valuations of some companies have reached relatively high levels in history.
Although it is reasonable for semiconductor companies in the hightech industry to experience a premium in the context of accelerated domestic substitution in the future, if the premium is too high, there will also be certain pressure for valuation pullback.
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