Group 1 - AMD expects the data center AI accelerator market to exceed $500 billion, with AI inference demand projected to grow at an annual rate of over 80% in the coming years, driving value increases in servers and optical modules [1] - Counterpoint Research indicates that foldable phone sales in Europe will account for only 1.5% of the market share by Q1 2025, remaining a niche market, while upstream sectors such as passive components, digital SoC, RF, and storage are showing signs of recovery [1] - TrendForce predicts a 19.1% growth in the global foundry market by 2025, driven by strong demand for advanced processes and packaging technologies, with domestic equipment continuing to promote self-sufficiency in advanced manufacturing [1] Group 2 - The integrated circuit ETF (code: 159546) tracks the CSI Integrated Circuit Index (code: 932087), which is compiled by the China Securities Index Co., Ltd., selecting listed companies involved in IC design, manufacturing, packaging, testing, and related materials and equipment from the A-share market [1] - This index reflects the overall performance of China's integrated circuit industry chain, characterized by high industry concentration and growth potential, providing investors with a precise investment tool to grasp industry developments [1]
AI需求持续扩张，集成电路ETF（159546）盘中涨超1%
Mei Ri Jing Ji Xin Wen·2025-06-16 05:09