Cathay Pacific Haitong released a research report saying that the cleanroom business accounts for 10% to 20% of the capital expenditure of semiconductor projects. Benefiting from the downstream boom and policy support from various countries, the global semiconductor industry's capital expenditure continues to expand, driving the accelerated release of demand for supporting clean room engineering construction. Looking at the global cleanroom market space of about US$34.5 billion in 2026, CAGR +15.3% in 2026-2030. Fabs in Taiwan, South Korea, Europe, and the US will also form bonds with clean room companies in their respective regions. The bank recommended selecting leaders with competitive advantages, flexible performance, and valuation advantages.

Cathay Pacific Haitong released a research report saying that the cleanroom business accounts for 10% to 20% of the capital expenditure of semiconductor projects. Benefiting from the downstream boom and policy support from various countries, the global semiconductor industry's capital expenditure continues to expand, driving the accelerated release of demand for supporting clean room engineering construction. Looking at the global cleanroom market space of about US$34.5 billion in 2026, CAGR +15.3% in 2026-2030. Fabs in Taiwan, South Korea, Europe, and the US will also form bonds with clean room companies in their respective regions. The bank recommended selecting leaders with competitive advantages, flexible performance, and valuation advantages.