External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

Thematic (Sector/Industry)

<ul><li>SME (semiconductor manufacturing equipment) is a cyclical industry.</li><li>According to SEMI, the sector’s sales reached US$106bn in 2023, making up ~20% of total semiconductor market sales (US$527bn).</li><li>The market is expected to grow 3% in 2024 and rebound significantly by 18% in 2025 (per SEMI). </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

SME (semiconductor manufacturing equipment) is a cyclical industry.According to SEMI, the sector’s sales reached US$106bn in 2023, making up ~20% of total semiconductor market sales (US$527bn).The market is expected to grow 3% in 2024 and rebound significantly by 18% in 2025 (per SEMI). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Semi - Global SME Investment Set to Accelerate on Tech Advancements

United States

Applied Materials, Inc. develops, manufactures, markets, and services semiconductor wafer fabrication equipment and related spare parts for the worldwide semiconductor industry.  The Company's customers include semiconductor wafer and integrated circuit manufacturers, flat panel liquid crystal displays, solar photovoltaic cells and modules and other electronic devices manufacturers.

Applied Materials (AMAT US)

Semi - Global SME Investment Set to Accelerate on Tech Advancements

SME (semiconductor manufacturing equipment) is a cyclical industry. According to SEMI, the sector’s sales reached US$106bn in 2023

CMB International