Atlas Copco is the leader and the first brand in vacuum pump industry. Nearly two-thirds (62%) of its equipment customers are semiconductor electronics manufacturers.
When the market of electronic consumer goods such as mobile phones, computers and automobiles is booming, the demand for integrated circuits in the semiconductor industry is strong and in short supply, so they will expand their production capacity by increasing production lines; Expanding production capacity will definitely purchase vacuum pump equipment from Atlas Copco. It can be seen that vacuum pump equipment is the leading indicator of consumer electronics and integrated circuit industry.
From 20021129, Atlas Copco released the financial report for the fourth quarter of 20 years: vacuum technology business orders increased 19%, which shows that the semiconductor industry has strong demand. Chip manufacturing in the middle reaches, mobile phones, computers and other consumer electronic products in the lower reaches will still be in short supply for a long time to come, and the whole related industries will still perform well.
Of course, the most important factor in the performance of semiconductor chip manufacturing industry in the capital market is policy influence. At present, China is vigorously promoting scientific and technological innovation and breaking through the technology that is stuck in the neck. Chip is an urgent need to tackle key problems at present. The above technical analysis only illustrates the fundamental factors of supply and demand. The following is the performance of SMIC, a popular chip stock.
Intel Corporation, an international semiconductor manufacturing giant, has been mediocre in recent years.