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SHANGHAI FUDAN: 2025 FIRST QUARTERLY REPORT
Domestic Semiconductors equipment manufacturers discuss how to break through in the Industry: The prosperity of end terminals like AI is being transmitted to the equipment sector, and tariff policies do not change the opportunities for growth overseas.
① Many semiconductor equipment manufacturers have stated that their product demand in this year's market is driven by growth in AI, 5G, Internet of Things, New energy Fund vehicles, and other emerging applications, leading to a continued rebound in the overall industry situation; ② Despite the intense changes in international trade policies, domestic semiconductor equipment manufacturers remain bullish on growth opportunities in overseas markets, and strengthen cooperation with domestic and foreign peers, customers, suppliers, etc. to jointly mitigate risks.
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