【GF Securities Machinery】Special Equipment Tracking

English summary

# Maiwei Co., Ltd. This year, semiconductor front-end orders were revised up from 20e to 25e, an upward revision of 20-30%. Starting from the second half of this year, the company is expected to achieve mass production breakthroughs in moly etching, ICP etching, high-end ALD, etc. # Weidiao Nano. This year's semiconductor orders are expected to be ~40e, with storage accounting for 80%, mostly Wuhan customers. This year, Hefei customers are expected to ramp up, and logic customers continue to advance. Glass substrate: already has equipment undergoing DEMO at industry leading customers. # Jingzhida. This year's semiconductor orders from Hefei customers are 35e+, considering other customers expected at 40e+. Orders in second half are expected to be mainly CP, FT, probe cards, etc. 18G FT is expected to be officially launched in the second half. SOC tester is expected to see progress in the second half. # Lianxun Instruments. Optical module prosperity is high, volume and price increase is obvious, 1.6T market share is considerable, NOP and CPO companies benefit significantly. Storage testing progresses smoothly, orders expected from this year to next year; production capacity is being invested gradually. # Hangya Technology. ...