Semiconductor equipment was relatively steady in the US stock market last night. For example, smaller shares like amkr and cohu also moved up steadily. The overall logic is this: model competition is accelerating, and the expansion demand driven by cost pressure in semiconductors and storage ultimately boosts production equipment sales. During this period, A-shares have also been prioritizing semiconductor equipment—leading companies such as ACM Research, Hua Hong, and Tuje Technology. Some beta names include Huahai Chengke. Zhongju Core and Shengmei Shanghai are currently the most representative.