逸飛激光(688646.SH):新聚力半導體AMHS系統的部分核心設備已形成批量訂單
格隆匯4月16日丨逸飛激光(688646.SH)在投資者互動平臺表示,目前新聚力半導體AMHS系統的部分核心設備已形成批量訂單。隨着大尺寸晶圓廠的建設,AMHS被廣泛應用,市場規模高速增長,根據SEMI數據顯示,2015—2022年全球AMHS市場複合增長率24%,預計2025年全球AMHS市場規模將達到39.2億美元;目前,海外企業佔據主要市場份額,國產替代空間巨大,公司將會積極把握機遇,加大市場拓展力度,同時加大研發投入,持續推動產品迭代升級,以滿足國產替代的需求,打造新的業績增長點。
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