半导体产业格局在AI变革中或迎重塑，半导体材料 ETF (562590)近1年累计上涨近14%

Group 1 - The A-share market showed an overall downward trend on June 18, 2025, with the semiconductor sector initially performing strongly before experiencing a pullback [1] - The semiconductor materials ETF (562590) saw a slight decline of 0.19%, with the latest price at 1.03 yuan, but it has accumulated a growth of 13.86% over the past year, indicating long-term growth potential in the sector [1] - The global semiconductor industry is undergoing a transformation due to geopolitical factors and the AI technology race, with significant demand from computing giants like Nvidia driving rapid iterations in HBM (High Bandwidth Memory) and reshaping the memory supply landscape [1] Group 2 - According to CITIC Construction Investment Securities, the core demand in the current semiconductor cycle is driven by AI, with rapid growth in infrastructure demand for cloud-based AI applications expected in 2023-2024 [2] - The semiconductor materials ETF closely tracks the CSI Semiconductor Materials and Equipment Theme Index, which includes 40 listed companies that cover the semiconductor materials and equipment sectors, highlighting key players in the domestic substitution process [2] - The index reflects the overall performance of listed companies in the semiconductor materials and equipment sectors, focusing on industry core tracks and the trend of self-sufficiency in the semiconductor supply chain [2]