Northern Microelectronics anticipates robust demand in China's logic, memory, and advanced packaging sectors through 2026, maintaining an optimistic outlook for overall order volume. The company expects continued high capital expenditures in domestic semiconductor equipment through 2026-2027, indicating a sustained expansion phase for the industry. Northern Microelectronics also addressed market rumors regarding its pricing strategies, asserting a commitment to market-based, rational pricing that supports stable gross margins. AI
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IMPACT Anticipates sustained high capital expenditures in domestic semiconductor equipment, indicating continued industry expansion.
RANK_REASON Company executive commentary on future market conditions and pricing strategy.