中泰證券:雅克科技受益於芯片產業鏈國產化 給予“買入”評級
格隆匯11月19日丨中泰證券發佈雅克科技的研報指出,雅克科技深耕半導體材料領域,主要涉及SOD、前驅體、含氟特氣、封測用硅微粉等半導體核心材料領域,覆蓋半導體薄膜沉積、刻蝕、清洗、封測等半導體核心環節,下游客户包括SK海力士、三星電子、台積電、中芯國際、長江存儲等世界知名半導體廠商。公司持續佈局半導體領域,已轉型成為半導體材料平台型公司。公司作為國內半導體新材料龍頭企業,受益半導體產業國產化,給予“買入”評級。
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