CITIC Securities says the 2026 Bay Chip Expo expanded, drawing over 6,500 professional buyers and showcasing new domestic equipment and process technologies. Equipment orders stayed strong in Q3 2026; industry players expect demand to remain robust for more than three years, and some firms see the current order acceleration extending into 2028–29. CITIC expects AI-driven global capacity expansion and process upgrades, together with domestic substitution, to boost Chinese suppliers' orders and ma

CITIC Securities says the 2026 Bay Chip Expo expanded, drawing over 6,500 professional buyers and showcasing new domestic equipment and process technologies. Equipment orders stayed strong in Q3 2026; industry players expect demand to remain robust for more than three years, and some firms see the current order acceleration extending into 2028–29. CITIC expects AI-driven global capacity expansion and process upgrades, together with domestic substitution, to boost Chinese suppliers' orders and market share, and remains positive on the domestic semiconductor components and equipment chain.