Guokai Securities: Semiconductor industry is expected to usher in more opportunities

Guokai Securities research report pointed out that under the drive of AI, the semiconductor industry is expected to usher in more opportunities, including growth in demand for high computational power chips and improved storage performance, as well as innovations in chip architecture, materials, and packaging technology. Therefore, it is expected that AI will still be one of the main themes in the market in 2024. It is recommended to pay attention to equipment with strong performance realization and sub-sectors such as storage and advanced packaging testing that are bottoming out and rebounding.