The field of lithography machines has become one of the most vibrant and critical in today’s technology landscape. But what exactly drives this sector? What opportunities should investors and tech enthusiasts be keeping an eye on? Today, we're delving into this topic more deeply.

Recently, the market has displayed a seesaw effect between cyclical resource stocks and technology growth equities, with the former undergoing a correction while the latter has been on the rise.

The tech growth sector, particularly semiconductors, has shown tremendous strength and resilience over the past few days, suggesting that it may transform into a mid-to-long-term bull market. This will have direct implications for new capital inflow and the participation of high-risk appetite investors.

Today’s observation confirms a significant participation of new capital and high-risk investors in this sector. The surge in semiconductor prices has evolved beyond a singular industry perspective into a broad super-theme chain that dominates discussions.

A range of semiconductor-related stocks have experienced growth, including those in fields like EDA (Electronic Design Automation), lithography machines, memory chips, automotive chips, advanced packaging, MCU chips (Microcontroller Unit), third-generation semiconductor materials, and PCB (Printed Circuit Board).

A particular highlight is the lithography machine sector, which saw a compelling five percent rise today, making it one of the strongest performers in the marketplace. What's particularly noteworthy is its consistent strong performance amidst market segregation.

So let’s pause and discuss: what precisely is a lithography machine? Often associated with cutting-edge technology, a lithography machine serves as the heart of the photolithography process in chip manufacturing, often dubbed the ‘crown jewel of the semiconductor industry.’ At its core, it employs a photographic style technique to imprint intricate patterns from a mask onto silicon wafers using light exposure.

In terms of stock performance, many semiconductor companies revolve around lithography machine technology. The structure of the lithography segment has revealed several characteristics: it includes stocks breaking through technical resistance with volume like Nandax, those gaining momentum from lower levels like Wavelength Electronics, and those witnessing impressive stop-limit trading like Shuangle Holdings with multiple '20 cm' surges.

Looking at it from this vantage point, it appears that lithography machine-related stocks are enjoying effective rotation or relay trading.

Considering the broader context, the robust growth of lithography machines today can largely be attributed to the substantial uptick in the overall chip sector. As both market segments continue to soar, the potential for extended growth seems promising.

Moreover, the rise of lithography machinery has been influenced by substantial industry factors. For instance, the semiconductor industry is accelerating its recovery, with recent disclosures indicating that global semiconductor sales in April saw a remarkable year-on-year increase. Notably, from January to May, exports of integrated circuits from China amounted to 444.7 billion yuan, marking a 25.5% growth compared to the previous year.

Additionally, the establishment of the major fund with a registered capital of 344 billion yuan further fuels this growth. On June 7, the six major state-owned banks of China planned to invest 114 billion yuan as part of this major fund, injecting fresh energy into the chip sector. This fund is anticipated to drive domestic alternatives in the semiconductor space, specifically in lithography machinery.

As a critical component in semiconductor production, lithography machines also present numerous opportunities for niche segments. From the industry chain perspective, lithography machinery involves upstream equipment and auxiliary materials like photoresists, midstream system integration processes, and downstream applications of lithography technology.

Focusing specifically on photoresists, they play an essential role in lithography technology by creating the desired patterns on semiconductor materials. The market for photoresists has been dominated by foreign giants; however, China is gradually solidifying its own supply chain in this regard. Notably, a significant portion of the stocks within the lithography segment pertains to photoresist technologies.

Moreover, the device sector, which revolves around manufacturing and support services, represents a 'shovel-selling' business strategy. Additional opportunities exist related to equity investments and supportive services in this sector as well.

Current market speculation within A-shares heavily revolves around these pathways, particularly with photoresists being one of the hottest segments at the moment.