Huatai Securities: South Korea's $1.3 trillion strategic plan implemented, focusing on global semiconductor equipment companies positioning amid the storage cycle

```htmlAccording to Golden Ten Data on July 1, Huatai Securities pointed out that the $1.3 trillion investment scale is 7.8 times that of TSMC's investment in Arizona, USA ($165 billion), which may have a profound impact on the global semiconductor industry's competitive landscape and supply-demand relationships. Huatai Securities believes that under the booming AI sector, the expansion of advanced processes, HBM, and advanced packaging capacity will drive continuous incremental demand for equipment. Equipment manufacturers may benefit from long-term structural opportunities brought about by this decade-long investment cycle. Related overseas companies in the industry chain include leading global suppliers of lithography, deposition and etching equipment, coating and developing equipment, as well as companies with a high proportion of revenue from memory. Related Chinese enterprises include cleaning equipment manufacturers and thermal processing equipment manufacturers with business layouts in Korea.```