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According to a research report released by GF Securities, semiconductor products, from design, wafer manufacturing, packaging and testing to terminal applications, require multiple cross-border and cross-factory circulation around the world, thus forming three major links: transportation of raw materials, transportation of equipment and finished products, and intelligent in-factory logistics. The rise in capital expenditure in the semiconductor industry chain will in turn be transmitted to demand for raw material turnover, cross-border transportation of equipment and finished products, and automated handling of fabs, leading to an improvement in the professional logistics industry.

Zhitongcaijing·08/04/2026 04:49:02
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According to a research report released by GF Securities, semiconductor products, from design, wafer manufacturing, packaging and testing to terminal applications, require multiple cross-border and cross-factory circulation around the world, thus forming three major links: transportation of raw materials, transportation of equipment and finished products, and intelligent in-factory logistics. The rise in capital expenditure in the semiconductor industry chain will in turn be transmitted to demand for raw material turnover, cross-border transportation of equipment and finished products, and automated handling of fabs, leading to an improvement in the professional logistics industry.