CITIC Securities pointed out that the scale of the 2026 Wanchip exhibition was further expanded, attracting more than 6,500 professional buyers to attend, and new domestic equipment products and processes were showcased. New equipment orders continued to flourish in the third quarter of 2026. The industry remains optimistic about equipment demand for the next three years or more. Some companies believe that this round of order acceleration can continue until 2028/2029; in the medium to long term, AI-driven global production expansion and process upgrades are expected to continue to open up space for equipment demand. CITIC Securities believes that global production expansion and domestic substitution are expected to jointly drive orders and share growth from domestic manufacturers, and continue to be optimistic about the domestic semiconductor parts and equipment industry chain.

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