According to the news, CES 2024 will be held from January 9 to January 12, 2024, with the theme of "AII Together, AII On". According to the official data of CES, there are more than 4,000 exhibitors in CES 2024, among which 1115 are from China, more than a quarter.

Tianfeng Securities believes that as the featured theme of CES 2024, artificial intelligence is expected to be a major highlight of the conference. The release of AI software and hardware solutions will boost the demand of the semiconductor industry, and the opportunities of computing power chips and edge side AI are worth paying attention to.

Open source Securities believes that downstream wafer factory expansion superimposed advanced packaging localization, domestic semiconductor equipment is expected to fully benefit.Open source Securities pointed out that the gradual recovery of the domestic semiconductor industry and breakthroughs in wafer production line technology, represented by memory companies, are expected to contribute a considerable increment to the capital expenditure of the equipment industry in 2024. At the same time, the verification of domestic equipment in logic and storage production lines is accelerated, and the market share of domestic equipment companies is expected to accelerate penetration in the next round of wafer fab expansion cycle, bringing significant order increment. In addition, under the background of the United States regulation of the export of advanced semiconductor chips and equipment, the importance of domestic advanced packaging layout is becoming more and more prominent. In addition, with the further increase of AI, HPC, HBM and other applications for advanced packaging demand, domestic advanced packaging industry chain related manufacturing, equipment, materials and other links are expected to benefit.