Semiconductor Equipment Front-Row Leaders

1. All-Platform Leader

North Huachuang
Etching, deposition, cleaning, and thermal processing comprehensive coverage—leading Chinese domestic equipment manufacturer.

2. Etching (Most Core Track)

Amec
Strongest Chinese etching capabilities, greatest beneficiary in advanced processes.

3. Thin Film Deposition

Tojing Technology
PECVD domestic leader, core supplier for Yangtze Memory.

4. Cleaning Equipment

Shengui Shanghai
Wet cleaning leader, highest domestic localization rate.

5. CMP Polishing

Huahai Qingke
Only 12-inch CMP mass production in China.

6. Coating/Development/Lithography Support

Xinyuanwei
Coating and development—only mass production domestically.

7. Defect Detection Equipment

Cambricon Flying Detection
Defect detection, benchmarking KLA, large domestic substitution space.

8. Test Equipment

Huafeng Test Control
Leading analog/power chip testing.

Changjun Technology
Test equipment + prober, core packaging/testing equipment.

9. Equipment Components

Richeng Precision
Semiconductor precision components, global supply chain.

One-Sentence Priority (Most Stable → Higher Elasticity)

1. North Huachuang, Amec (Most stable, most core)
2. Tojing Technology, Shengui Shanghai, Huahai Qingke (Segment absolute leaders)
3. Cambricon Flying Detection, Xinyuanwei, Huafeng Test Control (High elasticity)