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平安证券-化工新材料行业系列(一)-电子特气：半导体新周期将至，国产替代如火如荼-230523

需求驱动力：半导体产业上行周期将至，ChatGPT兴起或成新增长级。1）半导体行业新一轮上行周期待开启，国产芯片扩产将带来特气需求起量：现阶段半导体行业仍处于主动去库中，预期23H2需求渐修复、库存逐步去化，2024年需求有望加速上行。经梳理，预计到2025年国内企业新增芯片产能合计将达374.1万片/月，测算得扩产逻辑芯片共需大宗特气约69万吨、电子特气约587吨。2）ChatGPT兴起带动GP

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