Summary
[CITIC Securities: The localization of the semiconductor industry chain is imperative and optimistic about the long-term opportunities of leading manufacturers in the EDA field]CITIC Securities pointed out that the localization of the semiconductor industry chain is imperative. Bring new opportunities for industrial investment. The medium-term scale of my country’s EDA is expected to exceed 30 billion, supporting the trillion-level semiconductor industry. With the improvement of product capabilities, rich IP products, and perfect industrial ecology, domestic power is expected to rise rapidly. Optimistic about the long-term opportunities of leading manufacturers in the EDA field, it is recommended to pay attention to the primary market Xinhuazhang, Gailun Electronics, Guowei Sierxin, Guangli Micro, Xinhe Semiconductor, etc. (Securities Times Network)
Securities Times Internet News,CITIC SecuritiesIt is pointed out that the localization of the semiconductor industry chain is imperative, the independent and controllable advancement of EDA is accelerated, and the new downstream scenarios broaden the development space of EDA and bring new opportunities for industrial investment. The medium-term scale of my country’s EDA is expected to exceed 30 billion, supporting the trillion-level semiconductor industry. With the improvement of product capabilities, rich IP products, and perfect industrial ecology, domestic power is expected to rise rapidly. Optimistic about the long-term opportunities of leading manufacturers in the EDA field, it is recommended to pay attention to the primary market Xinhuazhang, Gailun Electronics, Guowei Sierxin, Guangli Micro, Xinhe Semiconductor, etc.
(Source: Securities Times Net)
Article source: Securities Times
Editor in charge: DF010
Original title: CITIC Securities: The localization of the semiconductor industry chain is imperative, optimistic about the long-term opportunities of leading manufacturers in the EDA field
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