全球半导体持续7个月增长，电子行业结构性投资机遇涌现

Global semiconductor sales continue to grow for the seventh consecutive month, with opportunities for investment in the semiconductor, storage, and computing chip industries. The smartphone market is expected to recover in 2023, with a decrease in decline and an increase in shipments. Chinese researchers have made a breakthrough in GAA transistor manufacturing, paving the way for further development in semiconductors under 3nm. Huawei has patented a new semiconductor packaging technology. Despite the high industry valuation, risks include US-China tech tensions, AI technology risks, and lower-than-expected demand and inventory progress. Investors should exercise caution.