Today we are going to talk about "lithography machines".
The lithography machine, known as the pearl in the field of microelectronics manufacturing, cleverly maps the intricate chip pattern onto silicon wafers or other materials, providing the possibility of circuit pattern presentation. In this complex and sophisticated semiconductor chip manufacturing process, the lithography machine undoubtedly occupies a pivotal position, and its technical sophistication and meticulousness are directly related to the performance and cost of the chip. It works like a choreographed dance, with the optics acting like graceful dancers, lightly projecting patterns in the form of beams onto the silicon wafers. The precise control system and mechanical system are like a precise conductor to ensure that every step of the action is accurate, to achieve high-precision positioning and high-precision positioning. In this process, the lithography machine demands perfection in every detail. It requires high-precision optics and light sources to ensure that the projection and reproduction of patterns can be carried out with the utmost precision. This is not only a challenge to technology, but also the ultimate pursuit of craftsmanship. 
With the rapid development of semiconductor technology, the demand for lithography machines, as its core equipment, continues to surge like a spring tide. Globally, the R&D and production of lithography machines are in full swing, among which ASML in the Netherlands, Canon in Japan and other companies, with their profound technical accumulation and exquisite craftsmanship, sit firmly on the throne of the high-end market.
At the same time, China's semiconductor industry is booming, and the thirst for lithography machines is increasing day by day. Looking forward to the future, with the continuous innovation of technology and the continuous rise of market demand, the technical level and accuracy of lithography machines will be upgraded to a higher level, and its cost will gradually decrease like autumn leaves.
In addition, with the vigorous development of new technologies such as artificial intelligence and the Internet of Things, the demand for high-performance and high-precision chips is surging like a tide, which undoubtedly injects a strong impetus into the development of lithography machine technology. In this era of change, lithography machine technology will continue to ride the wind and waves to escort the brilliant future of the semiconductor industry.
The author selects several potential stocks from the "lithography machine" sector, especially the last one is particularly critical, let's take a look!
The first: Jingfang Technology
The world's second largest professional packaging and testing service provider that can provide WLCSP mass production services for image sensor chips, the Dutch lithography machine manufacturer ASML is one of the most important customers of the Dutch company Anteryoon that the company participated in the acquisition.
The second: Xinlai Materials
The Advantorr brand for vacuum products and the nanopure brand for gas products can be used in lithography equipment, and the company's customers already include manufacturers of lithography equipment.
The third: Sai Microelectronics
A national high-tech enterprise and a "double-soft" certified enterprise in the field of navigation and positioning in China, the company has been providing process development and wafer manufacturing services for lens system MEMS components for global lithography machine manufacturers.
Fourth: Suda Vig
One of the few micro-nano optical manufacturing enterprises engaged in both equipment manufacturing and product production in China, the company provided Shanghai Microelectronics with positioning grating components for projection lithography machines in the semiconductor field.
Fifth: The author is optimistic about the one, which is expected to become a mid-line bull
Lithography machine + data elements + central enterprises, a leading information data center service provider in China, with a 60% increase in shareholders
Low + low valuation, the stock price is 25 yuan, and the market value is more than 10 billion, the stock price correction is sufficient, with a 50%+ retracement from the high, and an 80% upside is expected.
From a technical point of view, the breakthrough Changyang, the start of the annual line, the MACD daily and weekly three-line golden cross, the chips are highly concentrated, the main force is high-control, and the second wave of rhythm is startedThe bull started in an instant.
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