---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42419133.md"
description: "半导体设备这块闷声干活，$超科林半导体(UCTT.US)、$Ichor控股(ICHR.US)、$康代影像科技(CAMT.US)、$GX亚洲半导体(03119.HK) 都在产业链里排队等 capex 落地，属于耐心活。"
datetime: "2026-07-03T10:42:29.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42419133.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42419133.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42419133.md)
author: "[GaryLong](https://longbridge.com/zh-CN/profiles/20466689.md)"
generator: "portal-rs"
---

# 半导体设备这块闷声干活，$超科林半导体(UCTT.US)、$Ichor控股(ICHR.US)、$康代…


### 相关股票

- [UCTT.US](https://longbridge.com/zh-CN/quote/UCTT.US.md)
- [ICHR.US](https://longbridge.com/zh-CN/quote/ICHR.US.md)
- [CAMT.US](https://longbridge.com/zh-CN/quote/CAMT.US.md)
- [03119.HK](https://longbridge.com/zh-CN/quote/03119.HK.md)

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