小米自研3nm芯片量产！机构预测本土芯片供应占比有望升至40%

Group 1 - The semiconductor materials and equipment theme index rose by 0.11% as of May 20, 2025, with notable increases in stocks such as Zhongke Feimeasure (up 2.95%) and Naike Equipment (up 2.55%) [1] - The semiconductor materials ETF (562590) has seen a 27.38% increase over the past year, with a recent price of 1.07 yuan [1] - In terms of capital flow, the semiconductor materials ETF has had a net inflow of 12.88 million yuan over the last 10 trading days, averaging a daily net inflow of 1.2882 million yuan [1] Group 2 - Citic Securities suggests that U.S. regulatory measures will accelerate the domestic replacement in China's AI industry, focusing on four key areas: wafer foundry, computing chip design, domestic equipment and components, and advanced packaging [2] - The semiconductor materials ETF and its linked funds closely track the semiconductor materials and equipment index, with significant weights in semiconductor equipment (55.8%) and semiconductor materials (21.3%), targeting key areas such as photolithography, large silicon wafers, and etching machines [2]