Guojin Securities: Domestic chemical mechanical polishing companies are expected to further open up market space.

Guojin Securities research report states that chemical mechanical polishing is a key process in the integrated circuit manufacturing process to achieve global and uniform flattening of wafers, applied in silicon wafer manufacturing, wafer manufacturing, and advanced packaging. With the expansion of domestic semiconductor industry capacity, advances in advanced processes, development of new materials and technologies, evolution of advanced packaging technology, and upstream extension of raw materials to CMP polishing products, domestic chemical mechanical polishing companies are expected to further open up market space. It is recommended to pay attention to industry leaders such as Ankatechnology and Dinglong shares, as well as other companies in the industry that continue to expand into the CMP market.