Over the past two months, the domestic semiconductor, storage, and packaging testing sectors have surged significantly, and it’s starting to look like profit-taking has begun.


However, the industry fundamentals are still strong, so we’ll wait until the market consolidates before reassessing.
It’s still unclear whether this consolidation will be wide-ranging or narrow.
In 1-2 weeks, once the consolidation pattern becomes clear, we should know whether there will be further market movement.
Currently, the tendency is that there will still be market opportunities.
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