[tuyere research and reporting industry] the electronic semiconductor industry is the first to rise the price to the bottom, the current inventory is fully cleared in 15 months + the peak season is just around the corner, A-share related listed companies also have the logic of increasing market share.

The inventory of this segment of the electronic semiconductor industry is fully de-stocked, and the peak season is approaching, recently gradually began to structural price increases, the economy may be the first to reverse, A-share related listed companies are expected to benefit, and also have the logic of market share improvement.