The compound annual growth rate of the world's 12-inch silicon wafers is expected to be about 9% from 2026 to 2030, and the Chinese market will reach 15%; the market share of domestic equipment materials and components will increase rapidly, and the industry has entered the 2.0 stage; lean manufacturing may be one of the key paths to high-quality development... At the Semiconductor Industry CEO Forum at the 14th Semiconductor Equipment Materials and Core Components Exhibition held in Wuxi recently, a number of listed company executives and industry insiders made suggestions on the development of domestic semiconductor equipment materials. Data shows that by 2028, global investment in new data center infrastructure will exceed 4 trillion US dollars, of which semiconductor spending will reach 2.8 trillion US dollars. Global logic and memory chip manufacturers have accelerated production expansion, directly driving a sharp increase in demand for semiconductor equipment and materials. Strengthening self-development has become the primary choice for domestic semiconductor equipment companies to achieve later dominance, and the development of mergers and acquisitions has become a “fast track” for listed companies to grow bigger and stronger.

The compound annual growth rate of the world's 12-inch silicon wafers is expected to be about 9% from 2026 to 2030, and the Chinese market will reach 15%; the market share of domestic equipment materials and components will increase rapidly, and the industry has entered the 2.0 stage; lean manufacturing may be one of the key paths to high-quality development... At the Semiconductor Industry CEO Forum at the 14th Semiconductor Equipment Materials and Core Components Exhibition held in Wuxi recently, a number of listed company executives and industry insiders made suggestions on the development of domestic semiconductor equipment materials. Data shows that by 2028, global investment in new data center infrastructure will exceed 4 trillion US dollars, of which semiconductor spending will reach 2.8 trillion US dollars. Global logic and memory chip manufacturers have accelerated production expansion, directly driving a sharp increase in demand for semiconductor equipment and materials. Strengthening self-development has become the primary choice for domestic semiconductor equipment companies to achieve later dominance, and the development of mergers and acquisitions has become a “fast track” for listed companies to grow bigger and stronger.