Gelonghui, October 15th | Meie Technology (688376.SH) stated during a specific target interview that, as the core of the high-tech industry, China's semiconductor industry is under significant pressure in the China-U.S. competition. This has also prompted domestic manufacturers to deeply consider the issue of substituting localization in the industry chain. The degree of reliance on imported technology, materials, and components for clean room purification products and equipment is still relatively high. Especially for technologies that are increasingly core and higher in control accuracy, the majority of suppliers are occupied by overseas brands. Both the supply and demand sides of the domestic semiconductor industry chain have fully realized this issue in the past few years, driving domestic substitution is a consensus throughout the industry chain. While focusing on domestic substitution, utilizing China's supply chain advantages, going global, and global layout are equally important. With the intensification of Sino-U.S. trade frictions in the high-tech industry, the trend of domestic substitution in the semiconductor industry is gradually accelerating, leading domestic semiconductor industry leaders to gradually initiate domestic supply chain integration and restructuring, with a large number of domestic OEMs and manufacturing companies beginning to research and build high-standard chip and semiconductor material plants.
Looking at the global perspective, the rapid development of the domestic and international semiconductor industries will bring a significant demand for clean room purification equipment, further expanding the industry's development space. Currently, the company maintains a good cooperative relationship with domestic and foreign semiconductor manufacturers, and will continue to actively deepen cooperation in the future, striving to further expand market share by leveraging the company's technology and previous market advantages.
