AI预期助推半导体指数走强，半导体材料ETF（562590）上涨1.65%！

Core Viewpoint - The semiconductor sector is experiencing significant growth, with a strong performance in the market driven by advancements in AI and a projected compound annual growth rate of 7% from 2024 to 2028 in global semiconductor manufacturing [1]. Group 1: Market Performance - As of June 30, the semiconductor materials and equipment theme index (931743) rose by 1.45%, with notable increases in constituent stocks such as Guoli Micro (+6.24%), Shenkong Co. (+4.93%), and Jingrui Materials (+4.03%) [1]. - The semiconductor materials ETF (562590) increased by 1.65%, with the latest price reported at 1.11 yuan [1]. Group 2: Industry Insights - The International Semiconductor Industry Association's latest report indicates that semiconductor manufacturing capacity is expected to reach a historical high of 11.1 million wafers per month by 2028 [1]. - Ajit Manocha, CEO of SEMI, highlighted that AI is a transformative force in the semiconductor industry, driving significant expansion in advanced manufacturing capacity and stimulating strong investments across the semiconductor ecosystem [1]. Group 3: Index Composition - The semiconductor materials ETF (562590) closely tracks the semiconductor materials and equipment theme index, which includes 40 listed companies deeply involved in the semiconductor materials and equipment sectors [1]. - The index features leading companies that have made breakthroughs in domestic substitution processes, such as North Huachuang and Zhongwei Company in etching equipment, and Hu Silicon Industry and Nanda Optoelectronics in critical materials [1].