The Tenth National Congress of the China Association for Science and Technology will hold the semiconductor industry to attract much attention.

The 10th National Congress of the China Association for Science and Technology will be held from May 28 to 30 to deliberate the 14th five-year Plan (2021-2025) (draft) for the career Development of the China Association for Science and Technology.

The 18th meeting of the National leading Group on Science and Technology system Reform and Innovation system Construction held a few days ago discussed the potential subversive technologies of integrated circuits facing the post-Moore era. Tianfeng Securities believes that the post-Moore era is concerned, and local semiconductor manufacturing is expected to accelerate financing and expansion. Under the current international political situation, the local semiconductor manufacturing sector has become a strategic asset, and the trend of production expansion in the next five years is clear.

Among the relevant listed companies:

Filihua is mainly engaged in semiconductor material quartz business; Tiantong shares are mainly engaged in the field of electronic materials and high-end special equipment.