半导体设备板块回调，资金积极布局，半导体设备ETF（159516）近5日净流入超1亿元

Group 1 - The article highlights the acceleration of domestic substitution in the semiconductor equipment and components sector driven by the trend of self-control [1] - Continuous expansion by advanced logic and memory manufacturers, along with breakthroughs in advanced process equipment, is expected to increase demand for semiconductor equipment and components [1] - Domestic semiconductor equipment manufacturers are initiating platform-based layouts, which is anticipated to enhance the speed of platformization and broaden product varieties to create integrated solutions [1] - There remains significant room for improvement in the domestic semiconductor equipment localization rate, indicating that differentiated competition among semiconductor equipment companies will continue to thrive [1] - The wave of AI chips is expected to benefit downstream packaging and testing equipment, particularly with the smooth progress of testing equipment localization, which is likely to lead to substantial domestic substitution [1] Group 2 - The semiconductor equipment ETF (code: 159516) tracks the semiconductor materials and equipment index (code: 931743), which includes listed companies in the semiconductor materials and equipment manufacturing sector, reflecting the overall performance of the industry [1] - The index constituents are characterized by high growth potential and significant technological barriers, with a focus on the upstream segments of the semiconductor supply chain, including wafer manufacturing equipment, testing equipment, and photolithography materials [1] - Investors without stock accounts can consider the Guotai CSI Semiconductor Materials and Equipment Theme ETF Initiated Link A (019632) and Guotai CSI Semiconductor Materials and Equipment Theme ETF Initiated Link C (019633) [1]